Mila Wealth Management

Does your financial plan match your life priorities? Do a quick Life Audit: ? Are you spending time on what matters most? ? Do your financial decisions reflect your values? ? Are you investing in experiences, relationships, and impact? If not, let’s realign your plan. Your wealth should support your best life—not just your bank account. #LifeAudit #LiveLifeFully #MilaWealthManagement #MonicaSinha

Success is like an iceberg. What people see—wealth, confidence, financial freedom—is just the tip. Beneath the surface lies the real foundation: disciplined planning, strategic decisions, setbacks overcome, and the right financial guidance. At Mila Wealth Management, we specialize in the unseen work that builds lasting success: ? Smart Investment Strategies – Aligning your wealth with long-term goals. ? Risk Management – Protecting what you’ve built with insurance and planning. ? Tax-Efficient Strategies – Keeping more of your hard-earned money. ? Legacy Planning – Ensuring your impact lasts beyond your lifetime. ? Behavioral Coaching – Helping you stay disciplined when emotions run high. The world sees the results. We help you build the foundation. Are you ready to strengthen what’s beneath the surface, so you can Live Life Fully?? #StrongFoundation #BeneathTheSurface #BehavioralCoaching #LiveLifeFully #MilaWealthManagement #MonicaSinha

?? Happy St. Patrick’s Day from Mila Wealth Management! ?? Luck is great, but a strong financial plan is even better. While others may rely on four-leaf clovers and pots of gold, we believe in: ? Smart investing to grow wealth over time ? Strategic planning to protect what you’ve built ? Tax-efficient strategies to keep more of your hard-earned money ? Financial confidence so you can Live Life Fully?—without relying on luck This St. Patrick’s Day, here’s to making your own luck—with a plan that leads to lasting wealth and financial security. ?? #MakeYourOwnLuck #MilaWealthManagement #LiveLifeFully #MonicaSinha

Mila Wealth Management is Looking for a Strategic Accounting Partner! We’re seeking a proactive accountant who goes beyond just filing taxes—someone who partners with us on tax strategy to help our clients optimize their financial picture. Our clients are successful individuals, business owners, and professionals across the country who value forward-thinking, strategic planning. If you work with an accountant that you really like OR if you yourself specialize in tax strategy for high-net-worth individuals, using a collaborative approach, we’d love to connect! ?? Know someone great? DM or comment below!

If you knew you had just 10 years left, how would you live differently? Would you travel more, spend more time with family, start that business, or give back in a meaningful way? The best financial plans don’t just prepare you for someday—they help you Live Life Fully? today. What’s one thing you’d start doing now? We can help. #FinancialFreedom #LiveLifeFully #MilaWealthManagement #MonicaSinha

Most financial plans focus on getting you to retirement—but what about getting you through it? At Mila Wealth Management, we believe retirement isn’t just a finish line; it’s a new chapter—one that should be lived fully, without the stress of wondering if your money will last. That’s why we specialize in retirement distribution strategies that ensure your wealth supports your lifestyle, priorities, and legacy for decades to come. ? Smart Withdrawal Strategies – Maximizing income while minimizing taxes ? Market-Proofing Your Cash Flow – So volatility doesn’t derail your plans ? Lifestyle-Driven Planning – Ensuring your retirement income aligns with how you want to live ? Legacy & Gifting Strategies – So your wealth benefits the next generation Because true financial freedom isn’t just about retiring—it’s about knowing your money will be there for you every step of the way. Let’s build a plan that not only gets you to retirement but helps you Live Life Fully? through it. #RetirementPlanning #LiveLifeFully #MilaWealthManagement #MonicaSinha

While Mila Wealth Management is headquartered in Minneapolis with an office in Milwaukee, our reach extends far beyond. We proudly serve clients all over the country, providing the same level of care, expertise, and personal connection—no matter where you call home. One of the things our clients love most? How natural, productive, and intimate our virtual meetings feel. ? We’ve mastered virtual financial planning. Whether you’re across the state or across the country, our process ensures every conversation is meaningful and effective. ? Technology makes it easy, but relationships make it real. We use the best tools to create seamless experiences, but it’s our commitment to truly understanding you that makes the difference. ? Clients tell us they feel just as connected as if we were sitting across the table. Because good planning isn’t about proximity—it’s about partnership. Wherever life takes you, we’re here to help you Live Life Fully?. #FinancialPlanningAnywhere #LiveLifeFully #MilaWealthManagement #MonicaSinha

Meet Blake Jouwstra, CFA? – The Analytical Power Behind Mila Wealth Management At Mila Wealth Management, we believe in expertise, precision, and strategy—and Blake Jouwstra, CFA?, embodies all three. So, what does a CFA? (Chartered Financial Analyst) do? ? Deep investment analysis to optimize portfolios ? Risk management to protect wealth through market ups and downs ? Data-driven insights to ensure smart, strategic decisions ? A rigorous global standard of ethics and financial expertise As a CFA?, Blake plays a critical role in our work—helping our clients maximize their financial potential, navigate complex markets, and invest with confidence. His expertise ensures that our clients don’t just have investments—they have a thoughtful, strategic, and well-managed financial plan designed for long-term success. We’re lucky to have him on our team—and so are our clients. #MeetTheTeam #MilaWealthManagement #LiveLifeFully #MonicaSinha

Financial Planning is like finding the perfect fit - not just the best of what shows up. ???? Imagine shopping for clothes online—you order five items, knowing that you’ll likely return a few. You’re limited to what you guessed might work, and while something might be “good enough,” you may not end up with the absolute best fit for your body. Now contrast that with shopping in person. You have an entire store (or multiple stores) at your disposal. You can feel the fabric, see how different styles complement your shape, and ultimately walk away with what’s truly the most flattering and functional for you—not just the best of what arrived in the mail. At Mila Wealth Management, we approach financial planning the same way. Many people build their financial future the way they shop online: they select from the limited options they know about, react to what lands in front of them, and make the best decision they can within those constraints. But just like with clothing, the best choice isn’t always in the pile of what you ordered—it’s in exploring the full range of possibilities with expert guidance. Our process is about bringing you into the “store” of financial strategies, making sure you have access to a full spectrum of solutions, and helping you try them on in the context of your life. We don’t just optimize what you’ve already chosen—we help you discover what truly fits your goals, values, and future. Because when you have the right tools and the right fit, you don’t settle. You step out with confidence. #LiveLifeFully #MilaWealthManagement #MonicaSinha

“Life can only be understood backwards, but it must be lived forwards.” – S?ren Kierkegaard At Mila Wealth Management, our mission is simple: ‘Live Life Fully’. True wealth isn’t just about accumulation—it’s about using your resources to build a life rich in meaning, experiences, and impact. The concept of putting your final day first reminds us to start with the bigger picture. When you look back on your life, what will have mattered most? Family, freedom, contribution, adventure? Whatever it is, your financial plan should be designed to support it. That’s why we begin with your vision—your values drive the financial strategy, not the other way around. When your money is aligned with what truly matters, you’re not just preparing for the future—you’re living fully today. #TrueWealth #LiveLifeFully #MilaWealthManagement #MonicaSinha