Your Goals, Our Partnership
Creating a Financial Plan that Works for You
Your financial life is unique, and your plan should be, too. My approach is to see money not as a goal, but as a powerful tool to help you build the life you want. Whether you're a family with a loved one with disabilities, a parent planning for your children’s education, a diverse business owner, or simply a professional trying to strengthen your financial position, we'll start with what matters most to you.
I specialize in a wide range of areas, including college planning, education funding strategies, saving strategies, debt management, risk management, and preparing for unexpected illness, injury, or loss.
We'll have a genuine conversation to understand your values, your aspirations, and what keeps you up at night. From there, we'll build a tailored plan designed to get you from where you are today to where you want to be. This is a collaborative process where you're in the driver's seat, and I'm your expert navigator.
I am available to meet in person or virtually on Zoom to accommodate your schedule. Click here to schedule your appointment.
How We'll Work Together
Our planning process is a collaborative journey. We begin by listening—really listening—to understand your financial story, your values, and what matters most to you. Whether you're navigating new financial responsibilities, caring for loved ones, or seeking clarity in a complex system, we’re here to guide you with care and professionalism.
Here's what our work together includes:
- Clarifying Your Vision: We start by exploring your personal values and financial goals. This helps us build a strategy that reflects what’s most important to you.
- Financial Snapshot & Review: We’ll take a comprehensive look at your current financial situation—including income, expenses, debt, savings, and insurance—to identify areas of opportunity and potential risk.
- Customized Strategy Sessions: Through structured conversations, we’ll explore different financial scenarios to help you make informed decisions about budgeting, saving, retirement, and protection strategies.
- Social Security & Retirement Planning: We’ll help you understand your options and timing considerations for Social Security and retirement income, so you can make choices aligned with your long-term needs.
- Actionable Guidance: You’ll receive a written summary of our discussions and recommendations, designed to help you take confident steps forward—at your own pace.
- Support for Emerging Professionals: Whether you're in college, graduating soon, or starting your first job, we offer guidance on building financial habits, managing student loans, and planning for your future.
These sessions are designed to educate and empower, not just to plan. Our goal is to help you build financial confidence, one decision at a time.
My Commitment to You
Your financial journey is personal, and you deserve a guide who is as committed to your goals as you are.
- My Promise: I will listen attentively, act with dependability, and treat you with respect and empathy.
- My Expertise: I specialize in goal planning, debt management, savings strategies, risk management, college funding, families with special needs, and retirement planning.
- My Availability: We can connect either in person or virtually, making it easy for you to get the support you need, no matter where you are.
Getting your finances in order isn't always easy, but you don’t have to do it alone. It all starts with a conversation. Let's talk about what's important to you.
Connecting with me is easy!
- Email me: monica.teixeira@thrivent.com
- Call me: (239) 349-5597
- Text me: (239) 256-2233
- Dive in & Schedule a free introductory meeting with me
- Send me a message here
What We Offer
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.