Drop us a line.
We’d love to
hear from you!

Drop us a line.
We’d love to hear from you!

Contact

(206) 590-5014

gus@moneyonthemindfp.com

Frequently Asked Questions

Yes! Our services are designed with psych nurse practitioners in mind, but I can work with people from all walks of life who want to visualize their ideal future and create a plan to bring it to life.

No. There is no minimum account size.

No. You may continue to manage your accounts.

We’ll review any work I’ve already completed for you and you will only be charged for completed work. If that’s is less than your upfront payment, you’ll receive a refund for the difference.

I only work with both individuals in a committed relationship. Doing so avoids conflicts of interest and ensures alignment and implementation of shared goals.

Ready to make a plan?

Contact

(206) 590-5014

gus@moneyonthemindfp.com

Frequently Asked Questions

Yes! Our services are designed with psych nurse practitioners in mind, but I can work with people from all walks of life who want to visualize their ideal future and create a plan to bring it to life.

No. There is no minimum account size.

No. You may continue to manage your accounts.

We’ll review any work I’ve already completed for you and you will only be charged for completed work. If that’s is less than your upfront payment, you’ll receive a refund for the difference.

I only work with both individuals in a committed relationship. Doing so avoids conflicts of interest and ensures alignment and implementation of shared goals.

Ready to make a plan?

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Money on the Mind LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.