Thriving
With Your Money Tree
OWNERSHIP YOUR FINANCIAL HEALTH TODAY | join the community of others taking control and follow us on social media
Hello, and welcome to “Thriving with Your Money Tree”
My name is Mariann Montagne, your guide on this financial journey. With over 30 years of experience in the financial industry, I’m here to help you understand and take control of your financial destiny.
Growing your wealth is akin to tending a garden; it requires patience, perseverance, and a little bit of know-how. My goal is to provide you with that know-how, transforming intimidating financial concepts into digestible, practical insights.
Alongside my podcast, I also proudly offer professional financial consulting services through Mosaic Consulting LLC. Mosaic’s mission is to provide personalized, top-tier financial advice, tailored to your unique needs. It’s another facet of my commitment to empowering individuals and growing financial literacy.
Whether you’re a first-time investor, a seasoned finance veteran, or somewhere in between, there’s a place for you here at “Thriving with Your Money Tree”. So, let’s start this journey towards financial freedom together.
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How I can Help
Financial Coaching
One on one customized coaching to fit your lifestyle.
Strengthen Your Wallet
Tools, tips & tricks to track your expenses. Increasing income and building that emergency fund or saving for retirement.
Make Supplimental Income
Investing wisely and continuously educating yourself.
Cut Financial Losses
Monitoring your current financial situation and identifying the sources of loss, adjusting budgets and renegotiating or refinancing debts.
Mariann Montagne
Chartered Financial Analyst
Mariann Montagne, Chartered Financial Analyst, with more than 30 years of experience, has worked with both institutional and high net worth clients. Montagne is highly attuned to economic and market conditions. She has extensive experience selecting individual stocks, exchange traded funds and mutual funds. Her skills include company and industry sector analysis, risk monitoring and global portfolio management in the equity, fixed income, and alternatives asset classes.
Balance the Scales of Your Financial Situation
Take control of your expenses and your income today with actionable steps.
