Your Personal
Financial Planner

We help you make your best money decisions when life happens

grey couple

Why My Money Must

Dedicated financial professional

Because we want to get to know you as a person. No 800-number

Personal approach

Thinking whether it’s a good time to refinance a mortgage? Where to put the IRS tax refund? There are no small questions  – we are here to help you find answers on what’s top of mind

No set it and forget it

Getting a raise, buying a house, having a baby – your situation changes and so should your plan

Holistic picture

401K, Roth, Backdoor Roth, HSA, 529, RSU – we will demystify the acronyms to not let you miss on opportunities

Our Approach

Introduction


During the 30 minutes conversation we start getting to know you, your goals and your dreams. No pressure.

Initial tips


We provide a complimentary "mini" financial plan so that you can decide whether MyMoneyMust is a fit for you.

Comprehensive planning

We create a tailored plan and check the progress. You reach out with any questions. Flat annual price.

What We Believe In

Financial life has gotten way complicated to fully outsource it to robo-advisors

Personal financial planners are largely out of reach for people who need them most

The future of the industry is transparent, affordable and human