A Plan For Your Finances that you can Understand
What Else Gets Delivered?
MWP acts as your trusted CFO, on call for questions that arise
MWP helps you increase your bottom line & net worth
MWP monitors financial health to inform future decisions
Goals & Objectives Setting
Identify and refine your mission, vision, and values
Define your role within the business
Uncover obstacles that hinder success and profitability
Business Financials & Cashflow
Dive into your financials and understand what they mean
Establish optimal investments for your business
Build an action plan and stay accountable with us as CFO
Protections & Succession
Analyze existing protection policies for effectiveness
Integrate required and necessary programs (workers comp, etc.)
Document succession plan with clear steps to execute
Tax Efficiency Planning
Evaluate entity type for tax efficiency purposes
Assess current deductions and maximize opportunities
Create ideal compensation structure for you and employees
We help individuals, families, and small business owners make the right financial decisions.
Goal Planning & Coaching
Investment consulting and management
Debt Management and Payoff Consulting
Employer Retirement Plans (401k, 457, 403b)
Review of Insurance Protections
College and Education Planning
Wealth Transfer Planning
Small Business Consulting
Meet the Team
Maddi Napier has a passion for leading people to conquer obstacles standing in their way. She believes that financial planning should be accessible and empowering. With 10+ years of experience in financial services, Maddi can help create a plan for your finances you actually understand.
Sydney Harris believes in giving people the space to cast vision and dream about accomplishing financial feats they never thought they could. She believes the principles and fundamentals of financial planning are not only a catalyst for a life of peace and freedom to focus on the things you love most today but also the foundation of the legacy you leave for future generations tomorrow.
Some of our partners include:
At Minerva Wealth Planning, we know the hardest part is getting started. That's why we make it easy for you...
Book a Consultation with US
We take the time to get to know you, your goals, and your relationship with money first.
Build a custom Plan FOr your finances
Your plan is uniquely designed and in a way that you can understand and implement it.
Confidently live the life you want
Have the steps and accountability you need to make your dream life happen.
At Minerva Wealth Planning, we know that you want to be a financially responsible individual. In order to do that, you need a plan for your finances that you can understand. The problem is you don't know if you actually have anything worth planning for, which makes you feel stuck. You shouldn't have to wait for a big life change to start planning for your future.
We understand that the biggest hurdle to having a plan for your finances is getting started, which is why our professional experience of helping others conquer personal obstacles paired with over a decade in financial services is so beneficial to the people we serve.