My goal each day is to help people make smart choices about their money, empowering them to pursue their unique goals by first defining the values upon which they are based. With a holistic approach, and using Values-Based Financial Planning, I help my clients identify what is important about money to them. This includ...

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Minoti Rajput, the founder and principal advisor of Secure Planning Strategies has been in practice for nearly thirty years. A CERTIFIED FINANCIAL PLANNER™ with an MBA in finance, Mrs. Rajput's primary area of specialty lies in developing and implementing financial and estate plans for affluent professionals, bus...

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