Wealth Management Built for the Way We Work Today
As a modern professional, you deserve to work with wealth management specialists who understand the way you live and work. You should choose a team of financial advisors who can deliver dynamic investment strategies and bespoke financial guidance that suits your specific needs, wants, and goals.
The technology-driven ModernPro Approach, delivered by the Modernize Wealth team, creates personalized investment and planning strategies ideal for successful solopreneurs, microbusiness owners (fewer than nine employees), and high-earning 1099 contractors.
Our team creates financial planning solutions and investment portfolios that suit not only the way modern professionals work, earn, and save, but suit your lifestyle today…and the lifestyle you want to enjoy twenty or thirty years from now.
Wealth Management Services
Financial Planning
Investment Management
Retirement Planning
Employee Benefits Planning
Cash Flow & Budgeting
Tax Planning
Business Exit Planning
Risk Management
Embrace the Modernize Wealth ModernPro Approach
The ModernPro Approach to creating financial stability and financial freedom is a two-step method.
ModernPro Foundation
An initial 45-day financial planning engagement where we create a comprehensive personal and business plan based on your own unique goals and aspirations for your lifestyle and your future. It’s the basis we build on.
ModernPro Flow
The investment and wealth management implementation phase. We put your financial plan into action and make an ongoing commitment to help you navigate and evaluate your financial journey.
The ModernPro Approach creates an organized financial structure that can help smooth out cash flow, reduce risk, minimize taxes, and work toward building wealth.
MODERNPRO APPROACH
Are You a Modern Professional?
You are a modern professional if you have successfully built your own niche in the 21st Century as a solopreneur, microbusiness owner, or 1099 contractor. The business type you operate doesn’t matter to us; it’s your success and your attitude that sets you apart. From pool company owners, to accountants, to tradespeople, to digital specialists, we work with passionate professionals who thrive in the 24/7/365 lifestyle that comes with being your own boss in a non-stop, always-connected, modern world.
Let’s Build a Foundation
& Get into the Flow!
Are you ready to modernize your wealth planning? The first step is to complete the ModernPro Intro. A short form that will give us enough information to prepare for our first meeting. Once we receive your submission, we will reach out to schedule a complimentary introductory meeting.
Questions? Contact Modernize Wealth
Choosing a wealth management partner is a big decision, so if you have questions, we would love to hear from you - please email hello@modernizewealth.com or call us at 480-346-1283.