Top of Mind - 4 Money Mistakes Young Professionals Make with Megan Montgomery

It is our pleasure to introduce Megan Montgomery, Financial Advisor and Amateur Carpenter extraordinaire.

She is motivated by helping her clients achieve their dreams by educating them on unique and exciting strategies to more effectively manage their money. She shares her positivity with others by recognizing and enjoying the good things in life, no matter how small. Her philosophy is to strive for progress not perfection.

Megan will be our presenter for the August MagPro: Top of Mind - 4 Money Mistakes Young Professionals Make.


Megan Montgomery


Job Title

Financial Educator/Advisor



Wealth and Wisdom of Wisconsin



Edgerton, WI


How long have you been a Magnet member?

A year and 4 months


Why did you become a member?

I had been keeping up with Magnet on social media and the group looked like fun. I was looking for a way to get connected with more young people in Madison.


Why have you continued to be a member?

The people. Magnet is full of fun personalities that have so much to offer, both personally and professionally!


Tell us something that might surprise us about you.

I'm an amateur carpenter. I built a bed with my dad when I was in college and recently undertook a couple of cabinets for our new home, as well as a built in bench and a live edge breakfast bar.


What do you love about your job?

As cheesy as it sounds, I come to work every day knowing that I am helping people in a really tangible way. It is so rewarding to help someone achieve their goals, and to do it in a way that really puts them in control.


What's your life philosophy, what drives how you live and why?

I have 2, both of which are lessons well-learned from my mom (the woman is a genius).
1) Strive for progress, not perfection. As a perfectionist at heart, this one is important for me. If I try to make everything perfect, I'll miss out on living my life in the meantime. Whether this be in your personal or professional life, you can make every day a little better by tweaking one little thing and/or changing your mindset. Nothing will ever be perfect, so thank yourself for making progress and leave it at that.
2) If you won't remember it in a year, don't spend your time worrying about it. We spend so much time reacting to little things that have no consequence in the bigger picture, and it takes time away from the good things happening in life.
Your friend forgot your birthday, your significant other made a rude offhanded comment that hurt your feelings, a coworker slacked off and you had to make up the work, who cares? As I learned to practice "radical acceptance" my days became more positive and I became a generally happier person.


What is your proudest professional accomplishment

Every time a client thanks us for making their life better, that's a good day. My proudest moments are those minutes of gratitude, knowing that we helped them achieve a dream or goal.


If you were to try to convince someone to move to Madison, what would you say to them?

Spend a summer here and you'll never look back. Mornings at the farmer's market, days at the terrace, nights at concerts on the square. You can find great, free, music every day of the week and a different festival just about every weekend. If you want to, you can know your neighbors. It's a bigger city that still feels like a hometown.


This is an important time to be young and growing a career, what scares you the most?

That's a hard one. My biggest fear right now doesn't have as much to do with my career as it does with human interaction in general, and how that impacts what I do. Our society, in a lot of ways, has stopped listening, and when we don't listen, we don't learn. If we don't learn, we can't move forward.


What excites you the most?

Growing my business and helping as many people as I can take their control back.