A Proper move for Money Management.




Why Choose Us
Our Approach
Proper Money Management provides full-service retirement planning solutions, coordinating all facets of the financial planning process to include wealth management and legacy planning to families and business owners. We help individuals and business owners effectively manage their wealth, maintain their lifestyle during retirement, and leave a lasting legacy for their family and community. We assist our clients through planning and disciplined investing as they seek to achieve their financial goals. We will work with you to align your finances to serve your life goals, resulting in peace of mind for you and your family.
- We take a holistic approach to our planning process, considering all aspects of our client’s lifestyle, wants, needs, and goals. We even consider investments our clients have with other institutions. The more holistic view we have, the better advice we can provide.
- Proper Money Management also uses multiple software programs as we attempt to ensure we are providing the best advice to our clients. More information about some of the programs can be found under Strategic Alliances.
Our Philosophy
Our Process
Knowledgeable Team
Our Clients
Diverse Clientele, Tailored Solutions
Our clients come from a range of backgrounds, including new retirees and young families accumulating wealth. Additionally, we provide specialized services to business owners, ensuring customized solutions for every stage of life and wealth management.
We focus on Comprehensive Wealth Management.
Meet Patrio, Your Professional Financial Advisor
