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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:
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Design a simplified, custom financial system that works for you.
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Implement it with a dedicated accountability partner and achievable goals.
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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.
Snow Montemayor
Chief Financial Officer
Chief Marketing Officer
Kate Herrman
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Kelly
Bethke
Chief Compliance Officer
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
