Episode Details

Entrepreneurs Revolutionizing Wealth Management with Modern Financial Planning at Modern Wealth

mymodernwealth.com

About the Guest(s):
Dillon Kazemi and Montel Hawkins are co-founders of Modern Wealth, an innovative wealth management firm focused on providing financial planning and investment strategies tailored to individual client needs. Dillon Kazemi is a former missionary who realized a better way to handle financial planning around core values and life goals rather than sheer wealth accumulation. Montel, on the other hand, is an experienced entrepreneur and marketer who has successfully exited a tech business. Together, they envision helping clients navigate the modern financial landscape without traditional asset minimums, emphasizing a comprehensive approach to wealth building through business, property, and paper assets.

Episode Summary:
In this engaging episode of The Chris Voss Show, financial innovators Dillon Kazemi and Montel Hawkins discuss their groundbreaking journey in the world of wealth management. Their new startup, Modern Wealth, aims to redefine how financial planning is conducted, moving away from conventional asset-based strategies to a more personalized and value-driven approach. Spanning over six months since its inception, My Modern Wealth encourages individuals to realize their dreams by aligning their financial strategies with their personal aspirations, emphasizing the importance of core values while managing wealth through diverse economic channels.

Listeners will gain insights on how Dillon Kazemi and Montel unify their unique backgrounds and experiences to craft a client-focused approach to wealth management, breaking barriers with remote consulting. They share the philosophy of not setting asset minimums and expanding wealth management services digitally, setting them apart from traditional financial advisors. The episode delves into how their Purpose Power Plan (P3) is designed to connect a client’s financial decisions with their core values, offering a comprehensive roadmap to financial independence. Dylan and Montel explore the three avenues to wealth creation—property, paper, and business—advocating a balanced investment approach while harnessing modern technologie