Recently MarRied

Marriage introduces changes in a new couple’s financial situation that affect all aspects of their life together. After the honeymoon is over, it's critical to have an honest meeting about your family vision of your financial goals. The sooner you have your priorities and financial communication in check-the sooner the partying can start again. 

Living will

A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation. In determining your wishes, think about your values.

Trusts

A revocable trust is a trust whereby provisions can be altered or canceled dependent on the grantor. 

An irrevocable trust is a type of trust where it cannot be modified, amended or terminated without the permission of the grantor's named beneficiare(s)

Rock Balancing

Your coaching fee goes towards this.

We can help you determine what's best for you. 

Don't assume your family members are ready at a moments notice to manage your financial affairs. MFW LLC can act in a fiduciary capacity as your Power of attorney, trustee, or side by side as co trustee. 

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     Mora Financial Wellness LLC, "Mora Financial Wellness" "MFW LLC" is an independent firm not affiliated with a broker dealer or bank. CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. MFW LLC offers personal, holistic financial planning/coaching, investment planning, and retirement planning. In addition, investment management and estate planning are important areas of service. Proud to be a Black Lives Matter/LGBT Ally

    Brokercheck

    Investing in securities involves risk of loss that clients should be prepared to bear.  No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.  Past performance is not a guide to future performance.  The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions.  Diversification does not assure a profit or protect against loss. 

    The information available on this website is posted for informational purposes only. Links to other Internet sites are included as a convenience.  MFW LLC is not responsible for and assumes no liability for its content since the parties are unrelated. In addition, MFW  LLC. does not review the website and does not make any representation as to the accuracy of the content.

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.