Common Roadblocks

business processes

MACO offers Financial Planning:

  • Goal setting and prioritization
  • Budgeting and saving strategies
  • Retirement planning (early retirement, retirement income)
  • Estate planning (wills, trusts)
  • Education savings plans (529 plans)
  • Major purchase planning (home, car)

MACO works to find suitable investment strategies:

  • Investment fundamentals (risk vs. return)
  • Diversification
  • Asset allocation (stocks, bonds, real estate)
  • Investment strategies (value investing, growth investing)
  • Understanding investment fees and expenses
  • Tax-efficient investing

MACO assists with Behavioral Finance:

  • Overcoming emotional biases in investing
  • Developing financial discipline
  • Creating good financial habits
  • The psychology of money management