At Monumental Financial Planning, we understand the importance of building trust with our clients. We operate with loyalty, good faith, and undivided attention toward our clients’ needs. We look to provide a transparent, ethical and trustworthy environment that can foster strong relationships with our clients. We are committed to working toward your financial success and work tirelessly to help ensure that your plan is working toward achieving your goals. When it comes to choosing an advisor who prioritizes your interests and helps to guide you towards financial success, make Monumental Financial Planning your choice.
External link for Monumental Financial Planning
1627 K St NW
Washington, District of Columbia 20006, US
Monumental Financial Planning reposted this
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
What an amazing evening we had at Glenwood's! A big thank you to all our incredible clients who joined us for our client appreciation event yesterday. #MonumentalFinancialPlanning #ThankYou
Monumental Financial Planning reposted this
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
We're excited to announce that Monumental Financial Planning has joined Ameriprise Financial! Our move, highlighted in the recent press release, reflects our commitment to providing even more exceptional service and support to our clients. With Ameriprise Financial’s industry-leading planning capabilities, enhanced support, and state-of-the-art technology, we're set to deliver an even better client experience. For more details, check out the full press release here: https://lnkd.in/ei8QgHeq #AmeripriseFinancial #MonumentalFinancialPlanning
Monumental Financial Planning is in the news! Read the full press release here: https://lnkd.in/efk9rsp7 We believe in giving back to our community and supporting causes that empower and uplift others. Our continued partnership with Calvary Women's Services is a testament to our dedication to making a positive impact in the lives of women in need. This year's Hope Gala was a huge success! Like years past, we extended invitations to some of our clients to join us. It was a wonderful opportunity to come together, support a great cause, and celebrate the strength and resilience of women in our community. #MonumentalFinancialPlanning #CalvaryWomensServices #HopeGala #2024
Are you ready this tax season? 💼🔍 Whether you’re doing your taxes yourself, using tax software, or entrusting all your information to a CPA, gathering everything you need can often feel like a headache. 💼📑 But fear not! To ease the process, we've got you covered. We've just added a comprehensive Tax-Planning Checklist to our website, designed to streamline your tax preparation and ensure you don't miss any crucial details. 💡✅ Access our Tax-Planning Checklist here: https://lnkd.in/eDgSk4wU And remember, navigating taxes can sometimes feel like searching for a needle in a haystack, but with the right tools and guidance, you'll uncover the hidden treasures of tax savings! 😉 #TaxPlanning #EmpowerYourself #TaxSeasonReady
📢 It's not too late to register for our upcoming webinar! Join us for a timely conversation that will offer valuable guidance on navigating the markets this year. Don't miss out! Reserve your spot today 🚀 #Webinar #Finance #Markets #Investing
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
To register, visit https://lnkd.in/e-wpGXg8
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
To register, visit https://lnkd.in/e-wpGXg8
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
We're always stressing the importance of Legacy Planning! Thanks to the CWA and their Retiree member's council for allowing us to educate the public on a key component of Financial Planning - Estate Planning.
Monumental Financial Planning reposted this
Founder, Managing Director & Wealth Advisor at Monumental Financial Planning | Helping corporate executives work toward building financial success through Financial Planning and Investment Advice.
To our Verizon/CWA clients - The energy you brought to the table on Tuesday night is indicative of why our team loves working with you! Thanks to you all and Lib's Grill for such a fun-filled holiday celebration.