Creating monuments of wealth, one journey at a time.
Just like the timeless monuments that line the streets of our city, we understand that every financial journey requires a strong foundation. With us, you’ll never feel alone or uncertain in your pursuit of financial freedom. We’re not just advisors; we’re your partners, vested in your financial well-being and future prosperity.
Born from passion.
Driven by your success.
John Cortale founded Monumental Financial Planning with a simple goal: To make every client feel seen, welcomed, and burden-free.
Starting as an intern at Smith Barney to now leading a team of five dedicated professionals, John’s vision remains the same – empowering individuals to pursue their life goals and find confidence in their financial futures as they reach their work-optional phase of life.
Turning financial dreams into legacies.
Our mission extends beyond numbers; it’s about making a genuine difference in lives. Take the story of a single mother we once served – she didn’t consider herself wealthy but wanted to secure her retirement and leave a legacy for her daughter.
From 2002 to her passing in 2016, we nurtured her financial growth. Now, we continue to invest in her daughter’s future.
Your dreams, like hers, are the heart of our work, as we strive to shape enduring financial legacies that will echo through generations.