FAST FORWARD YOUR FINANCES


We’ll show you the future and craft a strategy to achieve greater security, freedom, and influence.

Happiness is the pursuit of worthy goals

LOOK AHEAD.  KNOW YOUR OPTIONS.

Millennium’s Fast Forward program takes your current finances, pushes them into the future, and gives you a glimpse of what they may look like.  Then we design a strategy that builds on your strengths, closes any gaps, and enables you to:

  • Stay organized and in control.
  • Pursue a practical savings plan.
  • Visualize your lifetime cash flow.
  • Potentially mitigate financial risks.
  • Invest according to your values.
  • Manage wealth aligned with your principles.

Millennium Planning will help balance your current and future financial needs in a way that positively influences the people, causes, and communities that shape your life.

WE START WITH YOUR BACKSTORY

Our promise of transparency, accountability, and openness.

Our initial interview is designed to get to know you – how you got to where you are, the experiences that have impacted you, the decisions that have molded you, and what you hope to do next.  This important first step outlines our commitment to provide an unbiased and professional opinion on which financial services are most suitable given your current life stage and general financial health.  Then we decide what makes the most sense for you and  your family – not for us.

Let us show you a glimpse into your financial future.

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