Comprehensive Financial Planning

Plan Wisely, Live Fully

Comprehensive Financial Planning: The SAFE Method

At MaNTRANA Advisors, we simplify financial planning using our SAFE Method, a structured yet flexible approach to securing your financial future.

Our SAFE Process

S – Set Goals & Gather Information
- Understand your financial situation, priorities, and long-term goals.
- Collect necessary financial data (income, expenses, assets, liabilities, etc.).
A – Analyze & Develop a Plan
- Evaluate your financial health and identify key areas for improvement.
- Create a personalized financial roadmap such as asset allocation strategy, retirement planning, tax planning strategies, and risk management.
F – Fine-Tune & Implement
- Review and refine recommendations based on your preferences.
- Assist in executing the plan, from setting up accounts to assisting in communications with legal and tax professionals.
E – Evolve & Monitor
- Conduct periodic reviews and adjustments to keep your plan aligned with life changes.
- Provide ongoing support and financial check-ins to ensure continued success.

Lots of Uncertainity

There is no Job Security, Businesses are Challenging, Life is always Uncertain, and Health Problems are Normal these days

Multiple Goals

You have to take care of all. Self, Family, Parents, Kids. We are a Sandwich generation

Risk Vs Returns

You want Returns with Low or No Risk. In this Uncertain world you seek Guarantee and safety. Sometimes you want High Returns by accepting High Risk. Yes...We understand the Confusion

High Inflation

Don't know where the Money is going. Inflation is Hitting hard and eating away the Purchasing Power

Many Distractions

Too much Gyan around - On Social media, Newspapers, Friends, Family

Dealt with bankers, Insurance Agents and many "So called' Advisors. You have Already Invested in Lots of Investments. Not sure if they are good enough to keep and suitable to goals. Not Sure where to go, whom to ask?

How Much Does It Cost?

We believe in transparency and fairness when it comes to fees. Unlike traditional financial advisors who charge commissions or percentage-based fees, MaNTRANA Advisors operates on a flat-fee structure:

Initial Comprehensive Plan Development:

$4000 or less* – Covers the entire planning process, from financial assessment to customized recommendations, delivering a clear roadmap for your financial future. The Client will be ultimately responsible for the implementation of the financial plan.

Ongoing Financial Planning:

$6500 or less* – Provides continued access to our expertise, semi-annual reviews, investment guidance, and plan adjustments as needed. This includes the establishment of an initial financial plan and the implementation strategy that provides the Client with the most appropriate options in pursuing their established goals and objectives.

This ensures that our advice remains unbiased, client-centered, and free from conflicts of interest.

*The fee is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.

How to Get Started?

We make the process simple and stress-free

Schedule a Free Discovery Call – We’ll have an initial 30-minute consultation to understand your financial goals, current concerns, and priorities.
Engagement & Data Collection – Once you decide to move forward, we gather key financial data, assess your assets, liabilities, and income sources, and begin crafting your personalized plan.
Customized Financial Plan Delivery – We present a detailed, actionable roadmap tailored to your needs, explaining each recommendation clearly.
Implementation & Ongoing Support – We guide you through the execution of your plan and provide continuous financial monitoring and advisory support.

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