How our financial planning services work:

Flexibly
We work on a one-time, ongoing, or as-needed basis. Whether you want to stop by for an allocation review, want a full financial plan plus six-month engagement, or prefer ongoing financial coaching, we can help.

Collaboratively
Financial planning at Montoya Wealth is a collaborative event. We put together a financial plan that fits your lifestyle, personality, and financial reality and then we work together over a period of weeks or months to see it through.

Accessibly
We work to make ourselves available to everyone who wants to reach their full financial potential. Clients can access our financial planning either via our planning packages and coaching, or by regularly contributing to a Montoya Wealth account.