"UNITY IS STRENGTH. WHEN THERE IS TEAMWORK AND COLLABORATION, WONDERFUL THINGS CAN BE ACHEIVED."
—Mattie Stepanek
When we work together, we stand strong. With the whole team focused on your financial plan, our goal is to give you the ultimate experience.
Relational Financial Planning
Our work centers around one theme: Experience is at least as important as the outcome. Each interaction with the team should help grow a sense of confidence in your financial future, and that organization and clarification are the foundation of success.
Our Commitment to Results
Each financial plan is unique: The action items we recommend are in place to improve your unique situation. We will review how you're tracking and make changes to the plan as necessary, as factors change, and we will check in with you to make sure the process is as comfortable as it is successful.
Our Philosophy
We believe that all areas of financial planning are interconnected: When one variable changes, the whole forecast changes. The correct mathematical answer is not always the best answer for a person's life, and collaboration—with each other, our clients, and other professionals—is the key.
The Experience
We understand that your money decisions impact your thoughts, feelings, relationships, and future, and we can strive to understand your needs in all these areas, with passion, compassion, and kindness. Selecting the right members of our planning team is essential to your great experience.
THE TEAM
Throughout our relationship, you'll likely hear from multiple team members. We're working collaboratively behind the scenes, so each one of us will be up to date on your needs.
MEET ROYA
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PARENT, PLANNER, FRIEND.
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PRINCIPLED, HARD WORKING, PASSIONATE.
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PLANNER, VISIONARY, GUIDE.
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BROOMBALLER, CAPRICORN, EXTROVERT.
ROYA MOLTAJI
Financial Planner and Founder
CFP®, ChFC®, BFA™, CAP®,
CASL™, ADPA™
Phone: 952-769-2126 (Call Only)
Roya’s desire to reduce the time and stress people spend on money and financial decisions drives her career.
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She has been interested in how money impacts emotions, thought, and action since she was young. It takes a unique character to attend summer business camp in high school, but this interest in how money works foreshadowed Roya’s professional trajectory.
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Roya graduated magna cum laude from The University of St. Thomas with a B.A. in finance and a minor in economics. She has been in the financial services industry since graduating from college and has pursued further education, resulting in several designations from The American College, the College for Financial Planning, and the CFP® Board.
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When she is not working, Roya may be found at a fundraiser for a local non-profit organization, connecting with friends, playing broomball, socializing at a community-focused event, traveling, or spending time with immediate and extended family.
She loves everyday adventures with her wife and son.
Alicia Johnson
Personal Marketing Assistant & Office Coordinator
Phone: 612-330-4684 (Call Only)​
Caroline Van Sistine
Client Experience & Operations Coordinator
Phone: 612-330-4658 (Call Only)
Megan Brown
Marketing & Executive Support Coordinator
Phone: 612-330-4691 (Call Only)
MORE THAN FINANCES
We strongly believe in contributing to the community.
We support the following foundations:
In 2012, Roya traveled to Guatemala to meet the child she began sponsoring though Common Hope.
During her stay, Roya helped build a house for a family in the community and helped pack food bags for local
families. In November of 2024, Roya attended the graduation ceremony in Guatemala.
YOU'LL FIND ROYA, TEAM & FAMILY AROUND THE TWIN CITIES
Family Participation in BSA (Previously Boy Scouts of America)
Family Membership: The Guild of Metalsmiths
Active in Softball & Golf Leagues
Member of the Financial Planning Association (FPA)
Member and Past Board Member of The Woman's Club of Minneapolis
Active Resource Generation Alumni
Member of Multiple Broomball Leagues and the Minnesota Women's Broomball Program
