Relationships are a key aspect of our lives. Relationships require trust and transparency, which when combined yield transformative results. We have relationships with our families, friends, and communities. However, our relationships with money, although very important, are often overlooked.
Our quality of life, overall health, peace of mind, ability to provide for our loved ones, and retire with financial security are all dependent upon the relationships we have with our money.
Mass Financial Management (“MFM”) helps you identify your relationships with money and address the root causes of behaviors that limit your potential for reaching your financial goals. MFM customizes financial solutions and provides you with built in accountability tools to achieve your financial goals.
Individuals
Do you wonder where your money has gone at the end of each week or month, in spite of receiving a paycheck? Do you know if you will have enough money in retirement? Do you wonder how to get a financial plan or roadmap? If you have these questions you have come to the right place!
Families
Are you looking to make financial decisions for your entire family? Have you considered each family member’s perspective and relationship with money from a consolidated lens? Are you part of the sandwich generation caring for aging parents or dependents along with your own children? Are you interested in saving for your child’s education? Look no further.
Religious organizations
Are you a religious leader who is looking to focus on spiritual matters, reduce costs, and increase donations? Are you looking to educate your Trustee & Finance Boards on financial matters? If so, contact us to have an independent experienced professional guide your organization on its financial journey.