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RELATIONAL FINANCIAL PLANNING

Relational financial planning is about creating meaningful, lasting partnerships where financial advice is part of a broader life‑supporting process. It’s not just about managing money; it’s about helping clients live more fulfilling lives.

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SEE YOUR NEW FINANCIAL REALITY

We’ll help you clarify your life’s desires, organize your finances, and build scenarios so strategies are clear and easy to implement.

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DREAM

We want to know and understand your hopes for your personal, professional, and financial future.

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VISION

We want to help you pinpoint your unique goals so we can focus on those dreams.

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PLAN

We want to help you develop actionable steps to make those dreams come true.

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EASE. CONFIDENCE. CREDENTIALS.

When you're working with an experienced financial professional, you know you're getting someone well versed, trained and knowledgeable. Someone who keeps up with the industry and understands how to apply this information to your personal situation.

Wealth Management  |  Tax strategies  |  Retirement  |  Risk Management + Insurance

Estate Planning  |  Business Planning  |  Investments  |  Charitable Giving

WANT TO LEARN MORE?

SCHEDULE AN INITIAL CONVERSATION WITH US!

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HI, I'M ROYA.

And when you work with my team, you get something different: We help you feel more confident about your money decisions, and we're focused on saving you time by taking work off your plate.

LIKE ROOTS, OUR PLANS KEEP US GROUNDED AND GROWING

Contact
Disclosure

CONTACT US

rmoltaji@financialguide.com

Office: 952-769-2126

Mobile: 651-412-7693

Fax: 612-405-6741

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M–F 8am–5pm

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100 S. Fifth Street, Suite #2300

Minneapolis MN 55402

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© 2026 by MFG ROYA

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Check the background of your financial professional on FINRA's BrokerCheck.​

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Customer Relationship Summary: https://compass.massmutual.com/api/public/assets/file/blt3e72bd07ab10cfcb

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. MFG ROYA is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 100 South Fifth Street Suite 2300, Minneapolis, MN 55402. (612) 333-1413.

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I am licensed to sell securities in the following jurisdictions: Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Kansas, Maine, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Washington, and Wisconsin.

 

I am registered to offer insurance in the following jurisdictions: Arizona, California, Colorado, Connecticut, Florida, Indiana, Kansas, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Mexico, New York, Oregon, South Dakota, Texas, Virginia, Washington, and Wisconsin.

 

Roya Moltaji, domiciled in Minnesota, California Insurance Lic. #0L09841

Christopher (Chris) Shuck, domiciled in Minnesota, California Insurance Lic. #0G83811

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CRN202908-11151261

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