Your Personal Finance Concierge

WHAT’S THE BENEFIT?

We know many employees nationwide have stress around their personal finances, especially recently. MMF wants to help in a unique way.

As part of our relationship with Todd Crowley and Coastal Financial, we are making a new resource available to you called the Personal Finance Concierge.

MMF employees can access a complimentary consultation with a holistic, Coastal Financial Advisor where you can discuss a broad range of financial topics.

Please see the below list of sample topics available.

Set a short call to learn more or to schedule your consultation here: Learn More

Are you wondering: "Where do I begin?” or “What do I even ask?"

Coastal’s complimentary assessment tool can answer those questions for you:
The Financial Wellness Assessment

This two-minute questionnaire gives you an easy-to-understand traffic-light style “red, yellow, green” analysis of your finances in five main areas of financial planning. You can even use your analysis as an “agenda” for your consultation!

For those who want additional financial planning help, MMF has obtained a deeply discounted fee only available as an employee.

We hope you take advantage of your complimentary consultation!

SAMPLE TOPICS

*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

***Some health insurance products offered by unaffiliated insurers.