AS featured in
At Moneta we are
OBJECTIVE.
INDEPENDENT.
COMPREHENSIVE.
NEVER DRIVEN BY COMMISSIONS.
BOSTON FINANCIAL ADVISORS
WHY FINANCIAL PLANNING MATTERS
People with a Comprehensive Financial Plan Feel More CONFIDENT about Their Finances
%
53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments.
%
Only 26% of Non-Planners say they are very confident they are making good financial decisions.
People with a Comprehensive Financial Plan Feel More PREPARED about Their Finances
- 58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores. 58%
- 51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores. 51%
- 72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies. 72%
- Only 20% of Non-Planners have money saved for emergencies. 20%
- 70% of Comprehensive Planners are on pace in saving for retirement. 70%
- 56% of Non-Planners have nothing saved for any savings goal. 56%
OUR PROCESS
At Moneta, We Follow a Distinct, Goal-oriented Process When It Comes to Accomplishing Your Financial Objectives
CONNECT WITH OUR
Boston Wealth Management Firm
If you’re ready to get started, contact our Boston wealth management team to schedule a complimentary consultation with a CERTIFIED FINANCIAL PLANNER™ professional.
PHONE
(720) 874-9769 | (866) 231-3387
Fax: (720) 874-9769
Address: DENVER – CHERRY CREEK OFFICE
200 Columbine, Suite 220
Denver, CO 80206
DunstonInfo@MonetaGroup.com
Other MONETA LOCATIONS
St. Louis
100 South Brentwood Blvd.
St. Louis, MO 63105
Kansas City
1900 Shawnee Mission
Parkway, Suite 225
Mission Woods, KS 66205
Greater Boston Area
One Mercantile St.
Suite 750
Worcester, MA 01608
Additional satellite meeting locations
LoDo – Market Center Building
1624 Market St.
Suite 202, Office 10
Denver, CO 80202
Boulder
4845 Pearl East Circle
Suite 101
Boulder, CO 80301
Louisville
357 S. McCaslin Blvd
Suite 200
Louisville, CO 80027
DTC/Greenwood Village
7350 East Progress Place
Suite 100, Greenwood Village
CO 80111
Littleton
4 West Dry Creek Circle
Suite 100
Littleton, CO 80120
Golden | West Arvada
14143 Denver West Parkway
Suite 100
Golden, CO 80401
Lakewood (Belmar)
355 S. Teller Street
Suite 200
Lakewood, CO 80226