Mosaic Fi is a women owned and operated independent registered investment advisory firm. Our mission is to provide women and their families with excellent financial advice and investment management that is easily understood and supported with great service.
Life is a mosaic of resources and constraints, concerns and dreams. We partner with our clients and create flexible financial plans to help them make decisions with ease and confidence. The financial planning conversations also help determine the investment management strategy for each client. It includes your timeline, risk appetite, tax considerations, short and long term goals.
We give you a real picture of your financial life and work with you to plan for the future you want to achieve. We have a methodical and repeatable process of investing in low cost, highly diversified investments that over time give you the returns that you have earned and the freedom to pursue your dreams.
Our Mission is to provide women with personalized financial advice to enable them to make informed decisions and live their best lives. From our perspective, women and their families have been underserved by the financial planning and investment management community. We value
- honest communication
- great service
- excellence in financial planning and investment management tailored exclusively for each client