Mana Financial Life Design

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Marina del Rey, CA
Mana Financial Life Design

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Mana Financial Life Design, Financial planner, Marina del Rey, CA.

02/11/2025

Financial planners: “What would you say…you do here??” But seriously, no one talks about money, so we put together just a few of the topics clients typically need our help with most. Need support? Schedule a fit meeting!

02/06/2025

Our client’s recent auto-reply is giving us serious out-of-office inspo! A well-planned life is one where you can step away, explore, and be fully present. Here’s to crafting financial plans that support even more meaningful moments. 👏✈️💪

10/25/2024

“We are not just advisors; we are partners in our clients’ financial journeys.” Thanks for the thoughtful write up! Check it out in the link in our bio.

07/30/2024

The happiest retirees often aren’t the richest. They’re the ones who’ve found a way to turn their interests into a second act. Start with these three questions to help discover what will give your life the most meaning. Want to learn more? Read our latest blog post “How to know when you’re ready to retire”.
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07/25/2024

Nothing fires us up more than when our clients achieve their wildest dreams.
Of course, we can never promise a result when a client comes to work with us. We understand that every client’s unique, and their circumstances will differ. However, our commitment to our clients is that we’ll learn their history, listen to their concerns and dreams, dive deep into their financial data, and provide financial care to them as we do for our own families. Thanks to all of our clients for lighting us up every day!

07/08/2024

With summer vacation season upon us, many are gearing up to spend big. We know that lots of our clients are planning to spend extra on things like childcare now that school is letting out, fun trips and getaways with family and friends, attending local events, and hosting dinner on warm evenings.

No matter the plan, it’s easy for these costs to add up quickly - and worst of all, we know it’s easy to unexpectedly exceed your budget. However, with some smart planning, you can have an amazing summer while keeping your spending predictable.

We wrote a blog to share some of our favorite tips for a no-surprises approach to summer spending, check it out through the link below!
https://buff.ly/4aWKDzL

07/05/2024

At Mana, we’re all about money dates between couples and NYT’s Ann Carrns seems to agree with us. Here are a few highlights from her helpful article, read the full post at the link in our bio. (And if you want to see Mana’s extensive blogs on this topic, you can find those in the “personal finance” section of our blog/newsletter in bio)

07/04/2024

From our Mana Family to yours, we wish each of you a safe, happy, and joyous 4th of July! Take time to enjoy your family, friends, and freedom!

07/02/2024

Many of us know about estate planning, but how many of us plan for what happens to our online assets? British Columbia native Peggy Bush learned all too late how hard it can be to access a deceased loved one’s assets. This week Mana offers a guide to those wanting to safeguard our digital legacies. Link in bio!

06/08/2024

As our parents grow older, we are faced with several emotional and practical challenges. The people who once took care of us, who we once turned to for advice, will one day need our help. Sometimes it is up to us to broach this topic and assist with long-term planning.

As difficult as this notion is to grapple with at face value, it becomes even more complicated and painful when we do not approach it with compassion and care. Resistance and doubt can be expected on both sides of the discussion, and hurtful conflicts can arise before any actual planning takes place.

We have a blog from Mandy Merkel, an expert in senior resource consulting, designed to help you initiate and make the best of these interactions.

Click here to read the full blog - https://buff.ly/4aws7Oq

06/05/2024

At Mana, we're committed to being your reliable partner throughout your development journey. When you choose us, you gain access to a dedicated team of seasoned professionals who are there to guide, advise, and support you every step of the way. Our proactive approach ensures that we'll keep you informed and updated on any new developments or actions you need to take, ensuring you're always ahead of the curve. With Mana by your side, you can focus on your goals with the confidence that you have a knowledgeable and responsive team backing you up whenever you need it.

06/03/2024

As a Mana client, you can expect access to a team of professionals who will provide guidance, advice, and transactional support throughout the year; when and as required. We will be proactive in our communication with you if we feel there is something new you need to know or do. Mana supports you at every step of your development, and we are here to inspire the confidence to live your dreams!

Address

Marina Del Rey, CA

Website

http://linktr.ee/manafld, https://www.manafld.com/contactus

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