FINANCIAL PLANNING IS ABOUT MORE THAN DOLLARS AND CENTS
At Mahara Wealth Partners, we offer a full suite of financial tools to support you. We rarely make a recommendation that wouldn't allow us to walk with you, either by providing a solution in-house or offering a referral to a trusted professional.
Where life meets wealth
Whether you enjoy watching ticker tape cross your screen or prefer delegating the financial details, you can pick the program that fits best with your life.
If you have a desire to learn or you like to “Do It Yourself”, you’ll love the numerous financial tools and information available 24/7 through Mahara Wealth Partners. Signing up for the MWP LEARN program gives you access to our WealthVision dashboard where you will have the ability to gather all of your financial data in one place, accessible from everywhere, and updated in real-time. And best of all, it’s free.
MWP CONSULT gives you access to one of our CERTIFIED FINANCIAL PLANNER™ professionals. First, we’ll pick two of your most pressing financial concerns. Next, we will work with you to prioritize your goals. Then, we will develop a specific action plan to help tackle them. We’ll be here after your plan is developed to ensure you are moving forward and help with additional questions that may come up.
Whether you have a large nest egg or are just getting started, we have a low-cost investment solution for you. Providing global diversification, customized portfolio design, and disciplined rebalancing, our investment platform combines cutting edge technology with a human advisor to help guide the way. We are happy to review your current portfolio or discuss how to get started in saving for the future.
With MWP PLAN, you get unlimited access to our CERTIFIED FINANCIAL PLANNER™ professionals who will guide you through every aspect of your finances. Looking at the big picture can be scary, but that’s where we excel. We will help you to figure out where you stand and work with you to develop the confidence to move to the next level. We will become your “Personal CFO”, helping with any money decisions and continuing by your side as you put your plan into action.