Melissa Murphy Pavone CFP®, CDFA®
Book a meeting with me:
Founder | Financial Advisor, Mindful Financial Partners
Professional Networking Meeting
Are you a Mediator, Therapist, Attorney, CPA, or Divorce Coach who values professional connections and wants to expand your network?
One-Time Complimentary "Get to Know You" Meeting
Thinking about your future? Have an old 401k somewhere? Not sure if you are financially ready to retire? Haven't heard from your existing advisor? Want a clear picture of where you stand today and a roadmap for where you are headed.
Client Catch-Up
A quick and personalized check-in to review your current financial situation, address any recent changes or concerns, and ensure your financial plan stays aligned with your goals.
Initial Financial Deep Dive
The Financial Intake Meeting is the first step in building a personalized financial plan that aligns with your goals and values. We will take a comprehensive look at your financial picture, understand your priorities, and start crafting a roadmap toward your desired outcomes.
Complete Discovery Form here: https://app.asset-map.com/i/x4RoDLjg
Financial Strategy Meeting
This meeting is not only about numbers—it’s about understanding your unique situation, values, and vision for the future. Come prepared with relevant financial documents and an open mind for collaborative planning.
