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Welcome to Financial Moxie

Experience the power of financial planning with Financial Moxie.

Our independent financial services firm helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions.

Our mission is to enhance the financial health of women, families, small business and our community.

Things happen... REAL Life, REAListic Financial Planning

Your Team of Financial Moxie Explorers

  • Kristen Hafner

    Kristen Hafner

    Founder & Principal

    Kristen Hafner

    Founder & Principal

    Kristen Hafner is a Certified Financial Planner™ professional and Founder and Principal of Women of Financial Moxie®. kristen@financialmoxie.com

  • Jazmin Anderson

    Jazmin Anderson

    Client Solutions Coordinator

    Jazmin Anderson

    Client Solutions Coordinator

    Jazmin brings 10 years plus experience in office operations and customer solutions to Financial Moxie. jazmin@financialmoxie.com

  • Mayree Workman

    Mayree Workman

    Client Virtuoso

    Mayree Workman

    Client Virtuoso

    Mayree is a Registered Corporate Coach™(RCC) and a Lean Six Sigma Green belt and is the Client Virtuoso for Financial Moxie. mayree@FinancialMoxie.com

  • Melissa Hickman

    Melissa Hickman

    Certified Personal Trainer

    Melissa Hickman

    Certified Personal Trainer

    Melissa is a nationally accredited Personal Trainer, Group Fitness Instructor, and is the business owner of H.Y.P.E.D. Fitness.

  • Pam Sherman

    Pam Sherman

    The Balanced Guru

    Pam Sherman

    The Balanced Guru

    Pam Sherman is the founder of The Perfect Balance. She will show you the power of healthy food and fitness to achieve your goals, no matter where you're starting from.

Explore your financial happiness... We can help get you there!

Latest News

Oct 04, 2017

What is a Holographic Will and Why is it Important?

A will is a legal document that contains a person’s instructions of how to distribute his/her...

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