409 Coleman Blvd. STE 100 Mt. Pleasant, SC 29464

843-884-6192 info@mfcplanners.com

THE MFC ADVANTAGE


We know you have choices when it comes to choosing a financial planner. While we hope to embark on this journey with you, our priority is for you to find the financial planner who will be the best for your financial situation.

Discover what makes Morris Financial Concepts different from other financial advisors in the Charleston area. When you’re ready to learn more, give us a call to set up your complimentary 1-hour discovery session.

Local, Independent Firm

Since 1983, Morris Financial Concepts has operated as an independent financial planning firm located in the Charleston area. Today, we hold true to our standards of excellence set forth by Kyra Hollowell Morris. Her inclusive approach to financial planning which involves academically-proven strategies has provided the foundation for the firm’s direction for over 30 years. Learn more about our strategic planning and investment process.

Planning & Investment Strategies

Fiduciary & Fee-Only

As fiduciary financial planners, we are loyal to you. Bound by our own steadfast morals and professional code of ethics we will recommend or provide only the services you need. Our fee-only structure allows for us to remain objective. Our mission is to provide you with peace of mind and confidence. Find out more about Morris Financial Concepts’ service plan and fees.

Fiduciary & Fee-Only Planning

Certifications & Associations

We are passionate learners on a constant mission to expand our knowledge so we can be a valuable resource on your financial journey. The team at Morris Financial Concepts is dedicated to continued education. Learn more about our team’s certifications and commitment to service.

Certifications & Associations

OUR PROCESS


Our wealth management process takes a look at your whole picture, identifying and targeting your goals, then crafting a personalized road map for success.

The first step in the process is getting to know you.

Financial Planning is unique to your circumstances and dreams. In order for us to help you, we need to understand your personal priorities, family circumstances, and financial aspirations. We aim to build lasting relationships which will continually guide the recommendations we provide regarding your wealth.

Though everyone’s journey is different, over the course of a year you can expect our meetings to flow as follows:

Goal Discovery

A mutual interview to determine if we are a good fit. Just as we want to get to know you, we want you to get to know us. This helps determine if we can build a lasting relationship.

Complimentary Initial Meeting

We use an in-person meeting to help us better get to know one another. We want to discover your goals and aspirations and we want you to understand our processes. This helps establish the foundations for a valuable and long-lasting relationship.

Financial Snapshot

Once we decide to work together we will continue the discovery process to outline your entire financial snapshot. We will look at everything from your current personal priorities and financial resources to your future desires and financial aspirations. We want to know where you desire to go and what resources you may already have in place.

Financial Independence & Investment Strategy

Financial Independence is having the financial security to choose whether to continue working because you want to, retire on your terms, turn your hobby into a side business, or scale back. We use intentional financial planning techniques and analysis, paired with our academic investment strategy to develop a plan to give you the peace in knowing you are well on track to financial independence or already there.

Legacy Planning

We will outline and prioritize your desires for your legacy. We help you identify what sort of goodwill you want pass down, such as gifting education or supporting philanthropic organizations. We will also help you plan for unforeseen, as well as inevitable, catastrophic events. We will make sure you and your loved ones are protected and your future goals are on track.

Review & Plan of Action

We will review your personal financial plan we have created thus far. Then it's time to embark on your the next phase of your financial journey. We're here to serve as your navigator, helping you steer towards success and achieving your financial goals.

Learn how to get started on your journey to financial freedom.

Let's Go