Financial Planning

A plan that makes every moving part make sense.

Your goals deserve more than a collection of accounts. MRA brings together cash flow, risk, investments, taxes and protection into one practical plan.

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The Planning Process

A plan is a living conversation.

Start at any point. Each stage informs the next, keeping the decisions in your financial life connected as it evolves.

Ongoing PartnershipLasting impact.

Stage 01

Discover & Listen

We start with a conversation—getting to know you, your values, goals, and what truly matters.

Year One

A disciplined process. A year-round partnership.

Your first year moves from discovery to implementation, with regular check-ins that keep your plan connected to real life.

Ready to turn your questions into a coordinated plan? Schedule a complimentary conversation with an MRA advisor and see what your next step could look like.

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Comprehensive Financial PlanningAnnual meeting cycleFirst year

Start

Initial Meeting

We learn about your goals and objectives, then define the initial scope of work.

Tailored Services

Choose the level of support that fits your life now.

Both services bring the important parts of your financial life into one ongoing relationship. Plus adds more frequent planning conversations and deeper tax and estate coordination.

Core Service

$69/month

Build the foundation.

For a coordinated starting point with an advisor, practical planning tools and a clearer view of your next steps.

A dedicated wealth advisor, with typically two meetings or check-ins each year based on your situation.
Goal planning and tracking with personalized strategies to help you move toward what matters most.
Budget support and an organized view of your financial life—anytime, anywhere.
Asset-allocation and portfolio-construction guidance across your investment holdings.
Access to MRA Investment Committee market intelligence, plus financial literacy articles and videos.
Insurance-planning guidance for life, disability and long-term care coverage.

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Plus Service

$92/month

Go further into the details.

For clients who want the Core foundation with more frequent conversations and closer coordination around tax and estate planning.

Everything included with Core Service.
Estate-planning guidance to help keep your intentions and documents connected to the wider plan.
Tax strategy and planning built into the financial conversation, not treated as an annual afterthought.
Typically four meetings or check-ins each year, based on your situation.

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A Connected Approach

One decision can affect the rest.

MRA brings planning, investments, tax and protection into the same conversation.

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