At Money Milestones, we believe everyone deserves access to high-quality financial guidance no matter their income level or life stage.
Designed by fee-only fiduciaries who do real financial planning for a living.
Curated learning events to help you take control of your finances.
Helps you model and forecast different scenarios and track your net worth, cash flow, and progress towards achieving your personal Money Milestones.
Not everyone is ready for comprehensive wealth management, but almost everyone can benefit from smart tools, a better understanding of complicated topics, and someone to help them set and stay on a good path.
Make confident decisions by exploring financial scenarios independently and validating them with expert guidance.
Learn and grow through hands-on tools and personalized education that build financial literacy.
Reduce stress by turning uncertainty into clarity, whether planning for retirement, managing debt, or navigating major life changes.
Access support at every level, from self-starters to those who prefer one-on-one guidance.
A Savologist focuses on helping you make behavioral change, growing your knowledge, and accountability. Their goal is to help you build strong financial habits and make informed decisions. A Financial Planner or Wealth Manager offers comprehensive, strategic planning. They typically work with clients who have complex financial needs, such as retirement planning, estate structuring, tax optimization, and investment management.
The primary difference between the two is that a Savologist’s job is to “guide” you through your own analysis and decision making, so that you can improve your own financial management. Whereas a Financial Planner or Wealth Manager’s job is to do the financial management work for you and provide personalized service regarding how to improve your personal situation and objectives, including those financial concepts that are beyond your own personal execution capabilities.
Our Savologists are provided by Savology to provide you guidance on how to get the most out of Money Milestones. They are available via pre-scheduled appointments.
With M2, you have options. Get maximum value by adding Credit Report Tracking, Account Aggregation, and periodic Savologist meetings to keep you on track. We provide the tools; you decide how to utilize them.
