Mission
To support individuals and families on their life journey with careful, smart and accessible financial education.
Morton Financial Advice offers hourly, fee-only planning and monitoring services. We work closely with our clients to educate and support their financial success. Our process helps define your life goals and together we create a plan to reach them successfully. Our services are designed to address your immediate and future needs.
Real-Time Planning
Pull up a chair and let's chat to address your most pressing questions and needs. This service covers all the basics at a high level so that you get a solid grounding to move forward. Action Items Included!
Full Financial Plan
Want a detailed understanding of your current situation and future planning? We will explore all your money-related questions over a few of meetings. At the end, you'll have a concrete list of steps towards a successful financial future.
Portfolio Analysis
Maybe you want some specific advice or just a big-picture look at your investments. It’s important to have your money working optimally for you in order to meet your goals and have a successful future.