MoneyWorks™ Planning


A MoneyWorks™ Limited subscription gets you written financial planning at a price you can afford. For $125.00/month, you receive up to 6 hours of financial planning every year. No hassle. No contracts. Cancel anytime. Take a test drive, then visit the setup page. It's time to put your money back to work - with MoneyWorks™.

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    Ever wonder how current financial decisions impact your future outcomes? MoneyWorks™ plan modeling system uses multi-factor inputs and advanced algorithms to demonstrate the long-term effects of short-term money moves. Connect all the data in one place to view the impact of your decisions - Retirement income. Insurance comparisons. Estate strategies. Portfolio allocations. Income tax planning.

    So stop getting sold and start getting advice - with MoneyWorks™ Online.

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Wayzata Office - NEW!

430 Pheasant Ridge Rd.

Wayzata, MN 55391

(877) 664-2583 xt 201

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

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