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Financial Planning

Financial Planning

At Montage Financial Advisors (MFA), we firmly believe that Financial Planning is the link to turn dreams into reality - it will help you identify and focus on your goals so you can live a rich life. Just as the powerful Colorado River can cut through rock over time, a personalized financial plan has the potential to completely change your future. Impactful financial planning is an ongoing process, not a one-time decision. We believe nothing can replace what sound financial advice and ongoing support has to offer.

Our primary concern with personal financial planning is your financial well-being for your whole life, not just tomorrow. That means managing your wealth with the right amount of risk and an appropriate timeline.

You’ll walk away not only with a clear picture about where you are currently and where you’re heading in the future, but you’ll also gain confidence and feel in control of your situation. Taking action with your finances can lead to a more positive outlook on life and help you live a rich life.

Financial Planning Process


Listen and help you discover your goals and how you would like your financial resources to serve you.  After all, preparing is much better than repairing.

Data Gathering

Review your current situation to understand the resources available to you.

Initial Planning and Recommendations

By incorporating our understanding of you, your dreams, passions and goals, along with the resources available to you, we will work to determine how best you can prepare to achieve your desired future. We will share with you the results of this life-centered financial plan.


We will help you determine what you need to do to implement your plan and will work with you step-by-step throughout this process.

Monitor and On-Going Review

Review your progress periodically, with your goals in mind, and adjust for the various transitions that occur in life.

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