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Clarity, Confidence, Control

At FMA, our mission is powered by you and the things that are really important to you. We give you the tools to make good decisions about your money. We honor your values, principles, and vision. We will strive to help you have Clarity of vision, act with Confidence, and be in Control.

Welcome to Focused Money Advisors

Too often the financial planning process is centered on ideas and products. The agenda is set by the providers of insurance products or investment management services based on their own perspective and their area of expertise; or even by the constraints of planning software.

At Focused Money Advisors, we believe that our relationship should be driven by your values, your vision, and your timetable. As a result, you have an experience quite different from a market driven process.

Contact us today for a free, no obligation consultation.

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Professional
Couples

YOU have “hit your stride” and want to enjoy the lifestyle and financial rewards of your hard work

YOU enjoy an active lifestyle. In addition to your career you are deeply involved with family and community.

YOU desire to provide financial well-being for yourself and your family.

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Business
Owners

YOU are seeking ways to translate the wealth you are creating in your business into the desired results for yourself, your family and your community

YOU care about the image and reputation of your business and the well-being of your employees.

YOU already have strategies and financial tools in play. But you may desire greater clarity about how it all works together to accomplish what is important to you.

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Inheritors
 

YOU intend to be a good steward of the wealth that has come your way

YOUR highest priority is to be certain that you and those important to you are safe and taken care of. Then you want to bless others and create your own legacy

YOU want to “cut through the noise” and free yourself to confidently make wise choices in a relaxed manner.

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In Transition
 

YOU are now or expect to be at a place in life that is completely different than you have ever been in before.

YOU needto understand what your money will be doing for you going forward.

YOU want to be in a position to move forward confidently and without undue pressure.

Welcome to Our Process

Our Values

Who we are at our core, making a difference in your life.

Too often the financial planning process is centered on ideas and products. The agenda is set by the providers of insurance products or investment management services based on their own perspective and their area of expertise. Or even by the constraints of planning software.

At Focused Money Advisors, we believe that our relationship should be driven by your values, your vision, and your timetable. As a result, you have an experience quite different from a market driven process.

Anything we might do together
...is powered by you and the things that are really important to you.
...gives you the tools to make good decisions about your money.
...honors your values, principles, and vision.
...will strive to help you:

  • to have Clarity of vision.
  • to act with Confidence.
  • to be in Control.

The Focused Money Process

The purpose of collaborating and creating a structure that leads to better decision making.