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Write your Money Script
Unconscious money scripts, we all have them. Often we think financial planning is about how, when, and where. As you become more aware of your personal money scripts you will learn it's more about "why" and "who". Over the course of our relationship we will help you become more conscious and rewrite your personal Money Script.
About Us
We provide personalized financial advice and wealth management to emergency medicine physicians, nurses, private practitioners, and practices. We help healthcare professionals navigate the complexities of financial planning, allowing them to focus on what they do best—caring for others.
We understand the unique financial challenges medical professionals face. We offer tailored solutions covering everything from cash flow management, debt repayment, insurance, and investments to retirement, tax, and estate planning.
We are committed to helping you bring your values, goals, and financial behaviors in alignment.
Meet the Team
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A Wealth of Possibilities
Our philosophy is to educate you on basic financial principles & empower you to write your personal money script. We want to help you improve your financial future.
Many of us did not take personal finance courses in school. It can be challenging to keep up with the multitude of financial terms, accounts, and decisions we face daily. FinTech has revolutionized how we interact with our money, vendors, and financial institutions. With all of the technological advances, there are fundamental economic principles that still apply today.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Explore and Learn More
FAQs
Is Money Script Wealth Management, PLLC a fiduciary?
Yes
Does MSWM offer fee based planning?
Yes
Does MSWM offer investment management? If so, what custodians does MSWM use?
Yes. Altruist, Betterment and Charles Schwab.
Do you work with entrepreneurs?
Yes, we ❤️ entrepreneurs.
Is there an investment minimum?
No.
What is a "high-income" earner?
High-income earners are households that earn $100k or more per year, or are on track to do so in the next few years.
