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Impact-Driven Wealth for Your Empire

Society holds high expectations for us to fulfill our roles as woman, mother, entrepreneur, caregiver, and partner (to name a few), and yet, we oftentimes find ourselves not meeting those expectations because our devotion to one area means sacrifice in another.  The pressure we put on ourselves to be the best can come with a high cost: enter the mental burnout.

As a firm founded by a mom and business owner, we understand the value and challenge of time: between our family, our business, and our health it's hard to devote the time to ensuring our wealth management is working just as hard as we do.

"Here's to Strong Women: May We Know Them.  May We Raise Them.  May We Be Them"

<em>"Here's to Strong Women:&#160; May We Know Them.&#160; May We Raise Them.&#160; May We Be Them."</em>

We believe in collaboration over competition; when women support one another in business and motherhood, everyone wins.  Modern Wealth Collective® strives to empower small business powerhouses with the resources and partnership they need for optimizing their time and wealth management.  

Our firm develops streamlined systems within your customized financial plan so that you have more time to dedicate to your family, your empire and yourself.  Your team of professionals works with you to understand your drive and your goals; we manage your wealth in a way where your vision remains at the core.  

Solo or CEO -- We Have Your Back

Because we understand that success is not achieved alone, working with us also means that you'll be working with our heart-led network of professionals to help you thrive and protect your business.  Already have some trusted people in your corner you love?  Great!  We'll work with them to ensure that your goals and needs are met.  

Here are some of the areas of business planning we'll address:

  • Strategies to build out price increases for your services or products
  • Working with your tax professional for tax efficient strategies
  • Implementing appropriate retirement plans for you and your employees
  • Protecting your brand and content with our intellectual property attorney
  • Ensuring that your business is propertly structured with our business planning attorney
  • Determing with our team if you have enough insurance coverage to protect your business
  • Succession and legacy planning (aka: what happens to your business when you close this chapter?)
Client Centered

Modern Wealth Collective® is all about building community and intention.  Throughout the year, we collaborate with other women in business who uplift one another and are motivated by how we can do more for our family and communities.  We create a safe space to talk openly about money, so we can celebrate your successes and share in your struggles.  

We are a community of visionaries; we understand that our success provides us the opportunity to give back and serve others with purpose.  We are the changemakers and the influencers championed to make a lasting impact in the world.

Want to be a part of our dynamic community?  

Ready to build your empire with a passion-led wealth team?  Schedule your Discovery Call with us today.

Thank you!