Modern Financial Wellness is evolving...

A new home for Financial Planning & Investment Management, as well as the MFW podcast is launching soon.

Modern Financial Wellness started as a side project.

What began as a podcast — a place for me to explore how people actually experience money, stress, and decision-making in a complex world — slowly became something more meaningful. The conversations were deeper. The ideas stuck. And over time, it became clear that this work reflected how I wanted to show up professionally as a financial planner.

I’m excited to share that moving forward I'll be using the Modern Financial Wellness brand to launch the next chapter of my professional life.

Modern Financial Wellness is now a Registered Investment Advisory firm or RIA, and under this name I’ll be offering my professional work as a CFP® through a fixed-fee financial planning and investment management practice grounded in the same ideas that have shaped the podcast from the beginning.

In the coming weeks, this site will become the shared home of:

• The Modern Financial Wellness podcast
• The professional website for Modern Financial Wellness, LLC. the RIA
• Tools, frameworks, and conversations designed to reduce financial overwhelm and support intentional living

Nothing here is going away. The work is simply coming together.

The full site will be launching soon, please pardon our appearance in the meantime!

Thank you for being part of the journey.

Jim