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How We Help

Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it. – Will Robinson

We work best with those who value the important things in life, not simply rates of return. While money is important, it’s where your money goes that really matters. That’s why we work with conscientious individuals and families who value advice and have set relevant goals.

Regardless of your financial goals or level of assets, Mountain Pass Planning has a plan and a pricing structure that will work for you. With unlimited access to us as a resource, we strive to give you the trust and confidence you need for a secure financial future- no jargon or hidden agendas.