Build a plan for your future
ESTABLISH A PLAN
Money should be seen as a tool to achieve your goals, not a goal unto itself. What is it that you want your money to help you achieve? Mohar Financial Planning was established to help clients answer this question, and then to build and execute a plan to achieve those goals.
ADVICE YOU CAN TRUST
The investment philosophy of Mohar Financial Planning is to create diversified investment portfolios for our clients that align with their risk tolerance and goals. As a fee only planner, client interests always come first. We will build portfolios and plans that will allow you to achieve your goals while utilizing low cost, no commision, tax efficient investment vehicles.