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

You don't need to build your own systems.

You don't need to work with your parents' Financial Advisor.

 

Money Positive is here to help:

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

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

  • Provide guidance and advice that meets your needs.

59%

of Americans live paycheck to paycheck

of workers making $100,000+ are in debt

You're Not Alone

78%

Source: CareerBuilder

Meet OUR Team

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.

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Snow Montemayor

Chief Financial Officer

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Chief Marketing Officer

Kate Herrman

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Kelly

Bethke

Chief Compliance Officer

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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 uplift BIPOC, LBGTQ+, and under-recognized communities. 

Questions? Contact Us

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