PROFESSIONAL
Founder and Principal, Monica Sinha, considers her twenty-five-year career in financial planning and wealth management to be one of life's greatest blessings after her family and friends. She specializes in in helping successful attorneys, physicians, business owners, and corporate professionals align the way they are compensated, e.g., RSUs, PSUs, and other variable sources of income, with their financial goals and values. She has been recognized as a top financial professional in the areas of wealth management and retirement distribution planning and has been featured by Forbes.
It is Monica's mission to provide clients with a holistic financial planning process that helps them not only achieve financial security but help them understand their financial capacity in order to make real-time decisions that impact those they care about most. She believes the best advice stems from an intimate understanding of what's most important to her clients, and they're often family-oriented, busy professionals looking to delegate the task of financial planning to her and her team. Clients often say she asks the questions they've never been asked before and feel inspired and energized to take action.
What sets Monica apart is her deep empathy for the challenges her clients face, and she reminds them they are not alone as they are going through divorce, job loss, illness, or death. Her clients value her ability to see the bigger picture in these moments that can only come from witnessing a number of these stories play out over her 25-year career. She is honored to hold such an intimate role in their lives as the person they turn to during their triumphs and struggles.
Monica lives in Minneapolis with her husband Kevin and their four chidren. In her free time, she enjoys spending time at the Minikahda Club and traveling. Monica has been to every continent, except Antarctica, and has visited over forty countries in the world. She's originally from the East Coast and lived in Japan for 3.5 years.
EDUCATION
- University of Wisconsin – Madison: Bachelor of Arts, Economics, Marketing & Finance
- The American College: Chartered Life Underwriter (CLU®)
- The American College: Chartered Financial Consultant (ChFC®)
ASSOCIATIONS AND MEMBERSHIPS
- Member of National Association of Insurance and Financial Advisor- NAIFA
