TAKING CONTROL OF YOUR FINANCES
Cash flow and Net worth Analysis, along with Financial Health check will give you a clear picture on your Personal finances as to where you Stand Financially
Cash flow and Net worth Analysis, along with Financial Health check will give you a clear picture on your Personal finances as to where you Stand Financially
SUITABLE INVESTMENTS FOR GOALS
Discover the right asset allocation based on your unique goals and risk appetite
Discover the right asset allocation based on your unique goals and risk appetite
FOCUS ON WHAT MATTERS MOST
Comprehensive financial planning helps you make confident decisions, stay prepared for life’s changes, and align your money with what matters most.
Comprehensive financial planning helps you make confident decisions, stay prepared for life’s changes, and align your money with what matters most.
We are MaNTRANA Advisors
Your Partner in Purposeful Financial Planning
We are an independent, flat-fee financial planning firm built to serve families with special needs children and dedicated healthcare professionals. Our mission is simple: to help you gain clarity, control, and confidence in your financial future.
As a parent of a special needs child, I know firsthand how hard it is to find planning advice that looks beyond basic insurance or product sales. I needed someone who could truly understand the emotional weight and complexity of caring for a loved one — and help build a plan around that. That partner didn’t exist, so I created one. At MaNTRANA, we combine that empathy with deep financial expertise to help you navigate everything from long-term care and government benefits to investment strategies, debt reduction, and legacy planning.
Our Services
By helping set appropriate income goals. From not spending too much now and living in fear later; to making sure you know when you can safely increase your income.
Comprehensive Financial Planning
The Goal is to live rich Comprehensive Financial Planning...
- Improving Communication
- Employee issue resolution
- Proper Documentation Process
Special Needs Financial Planning
Special Needs Financial Planning is a vital process for families seeking...
- Improving Communication
- Employee issue resolution
- Proper Documentation Process
Project Based Financial Planning
We provide project-based financial planning services on a limited scope of one-time..
- Handling of employment
- Greater retention rates
- A fully engaged workforce
Create Meaningful Experiences for employees
Focus people by understanding employees’ emotions and
perspectives at all touch points, so you can take action and focus
experiences on what matters to the people.
Some Fun Facts
Structured Our Workflow
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Cases Done
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Satisfied clients
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Our SAFE Comprehensive Financial Planning Process
What You Can Expect
S
Set Goals & Gather Information
Understand your financial situation, priorities, and long-term goals and collect necessary financial data.
A
Analyze & Develop a Plan
Evaluate your financial health and identify key areas for improvement, and create a personalized financial roadmap.
F
Fine-Tune & Implement
Review and refine recommendations based on your preferences, and assist in executing the plan.
E
Evolve & Monitor
Provide ongoing support and Conduct periodic reviews and adjustments to keep your plan aligned with life changes.
(908) 532-3882
A Trusted and Caring Partner
We are always your fiduciary — no commissions, no sales pressure, just advice that puts your goals and your family first.
Dedicated Team
Professional Individuals
Our power of choice is untrammelled and when nothing prevents being able to do what we like best every pleasure.
Director
Amelia Margaret
Team Leader
Andrew Cameron
Manager
Sofia Charlotte
Incredibly
Effective Case Studies
Recruiting
Shared Time Human Resources Management
Human Resources
Essential Steps to Writing Job Description
Quote About
Customers Experience
Chloe Savannah
Senior Manager of Excel Solution While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
Ethan Sebastian
Senior Manager of Excel Solution While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
Max Benjamin
Senior Manager of Excel Solution While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
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