Welcome to Mosaic Wealth Planning Corp.® a fee-based financial planning firm focused on holistic solutions. We are pleased that you have chosen to learn more about us—how we started and where we hope to go in the future. Feel free to explore our website to find out more about us and how we are changing the way that financial planning is offered.
The KAIZEN Financial Planning Process™ allows you to choose the program best suited to your needs. Each program is tailored to individuals, families and businesses at a particular financial stage of life.
A'la Carte Programs:
Our “à la Carte” financial plans have been designed for individuals, families and businesses who feel that a partial financial plan is all that they need at their current stage of life.
We pride ourselves on providing our clients with the best and most innovative insurance programs
The Tell All Guide - Why Financial Planning for Women is Different