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.
.png)
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 Planners
Kim Griffin
Financial Advisor & Chief Investment Officer
I love helping people use money as a tool for both personal and planetary wellbeing.
My background:
-
Just Economy Institute Fellowship
-
Pluralize Capital
-
Toniic, a global network of impact investors
-
Resource Generation
-
The Nature Conservancy
-
Habitat for Humanity
-
MBA, St. Edward's University
-
BA in Environmental Studies, Southwestern University
Julie C. Wyrick
Financial Planner & Investment Advisor
I empower clients with financial planning and investment education so they can achieve their financial and life goals.
My background:
-
Capital Institute, Regenerative Economics, Cohort 6
-
Regenerators Leadership Journey Participant
-
Behavioral Financial Advisor, BFA™
-
Chartered SRI Counselor™, CSRIC®
-
Accredited Investment Fiduciary, AIF®
-
Real Estate Financial Coach
-
BS in Business Administration, Crown College
Snow Montemayor
Kate Herrmann
.png)
Kelly Bethke
Chief Financial Officer
Marketing
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.
