THE POWER OF PLANNING

enables you to capture opportunities otherwise overlooked.

Welcome to Financial Moxie ®

We help women, families, couples, students, and small businesses achieve financial confidence by providing financial solutions. We make sure our clients understand everything to alleviate their fears and enable them to take control of their financial futures. We empower client to achieve wellness in their finances and beyond!

Latest News

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 property after he/she dies. The following types of wills exist: HolographicNuncupativeJointReciprocal With a holographic will, the testator must write and sign the document by hand. Execution of a holographic will does not require the presence of any witnesses. The […]

Can I Afford To Get Divorced?

To some who have never faced divorce, this appears to be a ridiculous question. The first time I was asked to answer this question for a client, I remember thinking that money is a primary cause of divorce—not a consideration. I have found that for most women the fear of financial security for themselves and […]

Ten Common Obstacles Of An Estate Plan

Intestate succession Outdated estate plan Improper tax planning Improper property ownership Disability Inflation Lack of liquidity Improper appointment of executor/trustee Lost documents Mortality Intestate Succession The term “intestate” describes a person who dies without a valid will. States use intestate succession statutes within the probate process to determine asset distribution of a person who dies […]

An Interview With Robin Goings of Impowher

Robin, Thank you for this opportunity to interview you! You are truly an inspirational woman whose voice needs to be heard. I have been blessed with the opportunity to get to know you and am encouraged by your strength. Robin Goings founder of Inpowher, a positive movement geared towards helping women and children who have […]