We're in it for the long haul.
We make planning services and economic confidence a possibility for everyone - not just for those who traditionally feel comfortable pursuing these dreams. Our work is to change the face of financial services by providing accessible, professional, curated planning for each client.
Jeff Hill, AIF
Managing Director | firstname.lastname@example.org
Jeff specializes in building close, honest relationships with his clients, understanding each individual's unique needs, and building out workable plans for each situation. Jeff built Momentum because he believes that financial services should be available to everyone-- and should feel accessible, accepting and professional. His commitment to the Active Planning process ensures that he is always available to his clients as they work to achieve their financial goals