Work With Us
Choose The Financial Planning Experience That’s Right For You.
At Money Evolution, we believe everyone deserves to have a solid financial plan — one that brings clarity, confidence, and purpose to your most important goals. Whether you want a guided, do-it-yourself experience or a fully customized strategy with advanced support, we’re here to help you build a plan that works.
Two Paths to a Confident Retirement
Retirement Time Machine
DIY Retirement-
A guided, do-it-yourself experience to build your own retirement plan with professional support and a robust educational library.
Who 's It For? -
You’re comfortable with a “do-it-yourself” approach but want professional software and expert guidance.
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Your primary goal is to create a solid retirement plan and understand your numbers.
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You prefer to learn at your own pace using video lessons, with the option for a one-on-one session.
Money Evolution Plan
One-on-One Planning-
Our most comprehensive one-on-one planning for those who want a fully customized strategy with advanced, hands-on support.
Who 's It For? -
You're looking for deep expertise and a fully hands-on, concierge-level experience.
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You have a more complex financial situation (e.g., executive compensation, investment properties, business ownership).
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You value having multiple, in-depth meetings to fine-tune every aspect of your financial life.
Still Not Sure Which Plan Is the Best Fit?
Choosing a partner for your financial future is a big decision, and it’s perfectly normal to have questions about which approach is right for you. The best way forward isn’t to guess—it’s to have a simple conversation.
The entire purpose of our free introductory call is to provide clarity. We’ll listen to your specific goals, answer your questions about each plan, and help you identify the path that will give you the most confidence.
There is no pressure and no obligation. It’s just a straightforward conversation to help you take the next step.
Quick Links
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Lethemon Financial
- 21 E Long Lake Rd #104, Bloomfield Hills, MI 48304
Contact Us
- bill@lethemonfinancial.com
- (248) 731-7829