What does financial success mean to you? Maybe you dream of being financially independent. Or maybe you have big dreams you want to save for. Perhaps you just want to feel in control of your future, with no doubt about where you’re going and the great things you’re going to accomplish.
All those things are possible, but it can be hard to plan and hold yourself accountable. At Maleta Wealth Management we’ve learned that true partnership is what makes the difference. If you’re looking for a highly responsive, trustworthy partner, who offers world-class support and practical advice, you can look no further. Are you ready to take charge of your future?
We specialize in lifestyle financial planning for women, millennials, working professionals, and retirees. How is lifestyle financial planning different? Our process takes every area of your life into account and goes beyond the numbers. Yes, financial planning should include everything from your income and taxes to insurance, investing, and being prepared for retirement, but it’s also about balancing the numbers with who you are and what you want most out of life. At Maleta Wealth, we cover every area to position you for greatness and help you live the life you were meant for.