Financial Housekeeping and Preparing To Invest: Morgia Wealth Management

By John Johnson on March 28, 2025

What is Financial Housekeeping?

We are often asked by potential clients, “what does it take to invest with you?”

Our answer is always the same.  Is your financial house in order? Are you aware of all the aspects of your financial life? Are you comfortable with them? Are they under control?

What exactly does that mean? Morgia Wealth Management is more than an investment manager.  We have a holistic, 360 degree approach to wealth management and we’ve been helping clients for over 50 years.  We consider ourselves partners with our clients and work with them to organize, prioritize and take action on different elements of their financial lives.  Everyone has different expectations, goals and objectives. We work closely to understand those goals and objectives and then build reasonable, actionable plans to help achieve them.

For individuals and families interested in becoming clients, we walk everyone through the same process.  We like to understand debts, liabilities, cash flow, savings.  If you are interested in learning more about how to manage each of those topics to prepare yourself to become an investor, we suggest you read the whitepaper below.

What is Financial Housekeeping – A Morgia Wealth Management Guide

Whitepaper to help people organize their financial lives.
Guide to Financial Housekeeping

Keep Financial Health top of mind all year long with this one page reminder from Morgia Wealth Management.

This simple one page reminder will help guide you during the year.  It will also help you learn why Disciplined and Careful investing should become an important part of your future.  Follow this link to a deeper dive on Disciplined and Careful and why it matters.

Tool from Morgia Wealth Management to help organize your financial life.
Improve your financial health with these simple steps.

Contact us today to learn more about our Wealth Management services.

Morgia Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Morgia Wealth Management and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Morgia Wealth Management and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Morgia Wealth Management and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Morgia Wealth Management and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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