Highland Money Management is a full-service, fee-based financial planning firm located in East Bethel, Minnesota. We have been proudly serving individuals, families and small businesses since 1999. We are committed to helping people pursue their financial goals and offer a wide range of financial products and services.
Our approach to financial planning and investment management is the result of over 20 years of industry experience. Providing our clients with the knowledge, tools, and confidence to feel comfortable financially and prepared for tomorrow is vital. Our mission is to inspire you to make the right financial decisions now and in the future. We understand that there is more to financial planning than just accumulating money, it's about a quality of life.
We begin by ensuring a mutually beneficial partnership. Working with the right financial advisor is just as important as deciding to plan for your financial future. Prior to making any commitments, we meet with potential clients for a compatibility consultation. This consultation is a time to ask questions, address concerns and become comfortable with our team. The purpose of this consultation is to determine if we are the right fit for each other.
We strive to build lasting relationships with our clients that are rooted in mutual trust and respect. If the decision to work together is made, you will find that our commitment to care and attention includes an open line of communication between you and our team. As financial advisors and investment professionals, we realize that not everyone understands finances the same way we do. Taking time to educate our clients is essential.
While developing your customized financial plan tailored to your needs, our team will walk you through a step-by-step process and provide you with the knowledge to make the right financial decisions. There are many different areas to your finances. Let us help you secure a clear picture with our Wealth Management Organizer. We will use our Wealth Management Organizer to work through the many aspects of your financial plan to help give you a complete picture of your financial health.
The first step in utilizing our Wealth Management Organizer is to identify your goals and establish a checklist of your priorities. We will then recommend appropriate strategies to suit your vision and objectives and help you execute a personalized financial plan.