Why We're Different
Flat-Fee Financial Planning for Millennial Couples
Managing money as a couple can feel confusing, frustrating, and isolating—especially if you’re juggling a career, raising kids, or saving for your first home. At Money Management, we specialize in helping millennial families gain control of their finances with flat-fee financial planning that’s clear, personal, and free of hidden incentives.​
Why We Focus On Millennial Money Challenges
As a CPA and millennial myself, I know how overwhelming it can be to navigate big life decisions while managing a budget. Whether it’s paying off student debt, planning for kids, or figuring out how to start investing in your 30s, the stakes feel high—and generic advice doesn’t cut it.
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Most financial advisors focus on people with wealth. We focus on people building it—people like you.
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We’re here to help young professionals and growing families make real progress with their money, one clear step at a time.
Transparent. Simple. Judgment-Free.
We don’t charge commissions or take a percentage of your investments. Our monthly flat-fee model means you always know what you’re paying and what you’re getting. This lets us focus on what matters: helping you make smart, confident financial decisions, not selling you something.
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Whether you’re dealing with debt management, trying to budget as a dual-income couple, or preparing for a new baby, we meet you where you are—with a plan that fits your life.
Who We Help
We work best with:
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Millennial couples who want to make progress with their money
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Dual-income households that want to streamline finances and reduce stress
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New parents figuring out how to save while raising kids
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First-time homebuyers trying to balance short-term needs with long-term goals
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Anyone seeking a transparent financial advisor they can trust
Our Approach
We believe that financial advice should be:
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Actionable – so you know exactly what to do next
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Approachable – so you never feel judged or overwhelmed
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Affordable – so cost isn’t a barrier to getting help
As your advisor, I’ll work with you one-on-one to build a custom plan that helps you:
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Pay off debt
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Save and invest with confidence
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Align your finances with your values and goals
All with clear pricing and simple steps you can actually follow.
Meet Your CPA Partner in Financial Clarity
I created Money Management because I saw too many people feeling stuck with their finances—not because they weren’t smart or motivated, but because traditional financial services didn’t meet them where they were.
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Now, I help couples like you feel calm, capable, and confident with money—without the noise, the upsell, or the confusion.
Let's Talk
Want to see if we’re a good fit? Book a free call with a CPA who gets what it’s like to manage money as a modern family. No pressure. Just honest, expert advice tailored to your life.
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You can also check out our free resources —that's a great way to get a snapshot of where you stand.
Let’s Work Together
Get in touch so we can start working together.