Let’s make personal finance personal.
Embrace the human side of money in your marketing.
Our clients care about helping people reach their life goals — not just their financial goals.
They care about transformation over growth.
And they care about making a positive impact.
We care about those things, too.
That’s why every piece of copy and content we write is aimed at making the finance industry a better, more human, more inclusive space.
you’re not a robo-adviser.
So your content shouldn’t sound like it was written by Optimus Prime.
You’re a human with unique perspectives, knowledge, and insights into your clients’ financial needs.
Those things matter to your people.
Because to them, their personal finance is, well, personal. So those values you have need to be communicated on your website, in your blogs, your emails — you name it.
PSA: If it’s got your brand on it, it should sound like you (or your brand).
and we’re not a content mill.
You can try and use robots to spit out a bunch of empty words.
And you can find content and copywriters galore who promise to give you content that sounds like you wrote it.
Can they actually deliver on that promise?
We don’t know, but here’s how we know we deliver on it: ⤵️
We start with strategy. Before we send you a draft, we’ll request or offer to build brand assets for you such as:
voice of customer research: this ensures we know exactly who we’re writing for.
ideal client personas: these nifty profiles make it easy on everyone to understand who we’re trying to attract.
brand voice + style guide: we don’t want to guess at your preferred voice and style — we get to know it inside and out.
Strategy is important.
Because here’s the thing: We don’t care about producing great content for you if it’s not getting you results.
we don’t woo your clients with financial jargon.
Your clients aren’t resonating with words like fiduciary, market liquidity, or diversification.
In fact, that might actually scare them off.
Our approach is simple: Focus on the relationship.
Your ideal client is more concerned with how they’re going to save for retirement and afford that house in 5 years than they are about nailing the right asset allocation.
Sure, they’re related, but they don’t understand that yet.
If your marketing focuses on the right language, they’ll see YOU as the guide they need to fulfill their goals and dreams.
meet the team behind moneta
hillary gale meehan
founder + lead strategist
I have a serious love for personal finance.
What can I say? I’m obsessed.
And I’m a huge fan of financial advisors and coaches who help people make their dreams come true. As the proud daughter of a CPA, I know the lifelong impact you have. (Cheesy, I know. Sorry, not sorry. 🤷♀️)
The relationships you form with your clients goes beyond just financial. You make such a massive difference in their lives — one that often gets overlooked in the industry.
I grew up learning to live frugally, and in my adult life I learned that even on small budgets there are ways to make your paycheck stretch farther.
Inspired, I left teaching to become an entrepreneur, and started Moneta.
Now, my team and I are out to connect you to your ideal client with strategy-driven marketing.
Because everyone deserves to discover just how powerful the right financial support can be.
operations
ashley bertilson
account manager
Where you’ll find her on a Friday night: Indulging in a nerdy board game with her husband after convincing four little humans to get some sleep
What financial freedom means to her: Enjoying peaceful spending because of her diligent saving
Her favorite splurge: Kitchen gadgets + VTSAX
creative
diana hobler
personal finance copywriter
Where you’ll find her on a Friday night:
Date night with her husband: Either at home binging a Netflix series or out at their favorite local restaurants.
What financial freedom means to her:
Putting her three kids through college and still being able to travel and adventure the world for many, many more years
Her favorite splurge:
Good skincare…and sneakers (you can never have enough pairs!)
joyce bertilson
personal finance copywriter
Where you’ll find her on a Friday night:
After a delicious dinner at a local haunt, you'll find her cozied up in her trusty recliner, unraveling the crime-ridden mysteries of Blue Bloods.
What financial freedom means to her:
Celebrating her bank account instead of stressing over it!
Her favorite splurge:
Running away for a weekend beach retreat with her hubby. If it includes a day on the links watching the waves crash against the shore, that's icing on the cake!
erin quinn
personal finance copywriter
Where you’ll find her on a Friday night:
At home with some take-out and a seltzer watching a movie with my hubby or out at a girl friend's house toasting our inevitable world domination.
What financial freedom means to her:
Security for her family and their futures, and the option to give her time and talents to causes she feels passionately about.
Her favorite splurge:
Monthly massages and a house cleaner