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Welcome to Money Positive! 

We believe financial security is freedom. Freedom from worry, freedom to pursue your dreams. And while there's nothing wrong with tradition, we pride ourselves on taking a slightly more progressive approach to financial planning.

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Progressive?! What does that even mean??

Lifestyle, economic realities, and wealth goals are a whole new ballgame for Millennials and Gen Z compared to the generations that came before.  As certified financial planners that have lived these realities firsthand, we believe we're best suited to guide clients to financial security by blending industry best practices with a deep understanding of contemporary values, career paths, and household dynamics that make your needs unique. 

You Don't Have to Build a System on Your Own

You don't have to hire your parents' financial planner. And you don't need to build a spreadsheet. Money Positive is here to help:

  • Design a simplified, custom financial system that works for you. 

  • Implement it with a dedicated accountability partner and achievable goals.

  • Provide guidance and advice that meets your needs.

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You're Not Alone

78%

of Americans live paycheck to paycheck

of workers making $100,000 or more are in debt

Source: CareerBuilder

59%

Money Positive is Worker-Owned

The company is owned and operated by the people that work here. We think this is the right way to build a company and that we will make better decisions because we are accountable to our clients and to each other.

Meet Our Team

Arianna Stern

Investment Advisor

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Jordan Kelly

Financial Coach

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Snow Montemayor

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Kate Herrmann

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Kelly Bethke

Finance

Marketing 

Operations

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Y'all. Money Positive is B Corp certified. We are the first financial planning company in Texas to achieve this designation. This means we are committed to accountability, transparency, and continuous improvement. 

We strive to help BIPOC, LBGTQ+, and traditionally underrepresented people. 

Contact Us

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