Montage Planning Partners

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Montage Planning Partners Financial Planning

Our mission is to be the trusted lifelong financial partner, guiding our clients towards constant forward momentum and ultimate financial freedom. We strive to create peace of mind and instill financial security by aligning our clients' goals with strategic planning throughout all stages of life. Building strong relationships based on trust, we prioritize understanding and supporting what is most important to our clients, their families, and their bright futures.

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6183BGLQgW

10/02/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6181BGUNpP

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6183BGdlmJ

09/23/2026

To-do lists never end, but the right financial plan can make them feel less overwhelming. Don’t crash out, let’s meet and discuss your next steps.

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Br...
09/22/2026

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6182BGjBQE

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6182BGJAnw

Address

52 Glenmaura National Boulevard STE 303
Moosic, PA
18507

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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