UNSCARY FINANCIAL PLANNING
Financial guidance that helps you feel better, not overwhelmed.
Money Positive pairs real financial expertise with real empathy so you can build a future that reflects your goals, not someone else’s definition of success.
2017
CERTIFIED B
CORPORATION
100%
WORKER-OWNED COOPERATIVE
Financial planning has traditionally centered around portfolios. We center it around people.
Financial guidance that helps you feel better, not overwhelmed.
Money Positive pairs real financial expertise with real empathy so you can build a future that reflects your goals, not someone else’s definition of success.
NOT A GENERIC FORMULA
Financial guidance
built around who you are.
NOT A GENERIC FORMULA
Programs for every stage
of your journey
OUR VISION
To help create a future where financial health isn't limited by wealth, background, or identity.
NOT A GENERIC FORMULA
Programs for every stage
of your journey
How to Build a Financial Plan When Your Income Is Unpredictable
If you’re self-employed, a freelancer, business owner, contractor, commissioned employee, seasonal worker, or someone whose income simply varies, you may have looked at a monthly budgeting template and thought:
What “Worker-Owned” Means for How We Serve You
It’s more than an interesting business structure. It shapes how we think about our work, how we make decisions, and how we want our relationship with clients to feel.
5 Money Conversations to Have Before a Big Life Transition
Big life transitions are exciting, but they can also make money feel complicated very quickly.
Financial guidance that helps you feel better, not overwhelmed.
We’ve built real expertise around the communities we serve, so guidance always feels personal, and you never have to start from scratch explaining your situation.