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MY MONEY PERSON
My Money Person is a personalized financial guidance practice led by a CFP® Professional. The service listens first and avoids one-size-fits-all solutions,...
Overview
My Money Person is a personalized financial guidance practice led by a CFP® Professional. The service listens first and avoids one-size-fits-all solutions, instead diving into what matters most to each client, explaining financial concepts, brainstorming solutions, and custom-designing a plan. Offerings include a 4-month Money Mindset Program and one-time More Money Matters sessions. The focus is helping people gain financial confidence and align money with their goals.
General information
Firm type
RIA
Principals
Ashley Dixon
CFP®
Ashley
CFP® Professional
Frequently asked questions
Who is the principal behind MY MONEY PERSON?
The principal has not been publicly identified. The firm operates with full anonymity, a posture that is not uncommon among family offices seeking to avoid unsolicited deal flow and public scrutiny. No regulatory filings or public records link the entity to a named individual or family.
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