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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

  • Shelby Den Hartog

    Shelby Den Hartog

    Client Service Specialist

    Shelby Den Hartog

    Client Service Specialist

    Shelby began her customer service career at Cambridge Investment Research, Inc in 2017. Shelby@financialmoxie.com.

Explore your financial happiness... We can 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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