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Getting started

   From the very first moment you contact us, our friendly team is ready to help you begin your journey to a new modern you.

talking on phones

Getting started with Modern You Financial Planners

The first step to financial empowerment begins with you contacting us  to arrange an appointment to meet with one of our friendly financial planners. We tailor our meeting to suit your busy life, and can be conducted via telephone, zoom or face to face depending on your preferences.

In your first meetings, our financial planners take the extra

time to get to know you and understand you.

They will help you identify where you are today,

the destination where you want to be in the future and the

why this is important to you.

From there they work with you to plan the journey to achieve


Business Meeting

Office Hours

Monday - Friday

9:00 am - 4:30 pm


9:00 am - 12:00 pm

Open after hours by appointment

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