Financial Planning

Schedule:

• 2-3 meetings during the first 45-day onboarding process
• 6-monthly virtual check-in meeting
• 2 face-to-face (or virtual) semiannual 60-minute
• Scope 12-month period

Fee: Starting at $2,000 per year (monthly payment schedule available). *We also have an introductory college student/graduate plan at a discounted rate upon request.

Moxie Essentials

Get back to the Basics!

Financial planning kickstart program developed to build your financial self-confidence.  This plan is for all clients with or without investment experience and at any stage of life.   It is never too late to get to know your financial self with the support of our moxie team! 

Included in plan:

• Understanding your financial self by becoming aware of your money habits.
• How to organize your financial self by paying attention at a frequency which is rewarding.
• Learn how to discuss money matters without stress or judgement.
• Identify and prioritize your financial goals as an individual and within your household.
• Review of current budget, cash flow, debt, and emergency savings during monthly virtual meetings with a Certified Financial Planner.
• Identify immediate areas of budget/debt improvement and how to best implement over 12-month period.
• Learn what to consider prior to investing in the stock market and how to identify your risk tolerance.
• Includes 12-month online access to our “real time” financial planning dashboard.
• Optional Moxie Bootcamp for discounted fee.

Schedule:

• 1-2 meetings during first 45 day on boarding partnership
• Quarterly investment portfolio review 30-min meeting
• 1 face-to-face (or virtual) 60-minute annual meeting
• Scope ongoing based on clients’ needs

Fee: Starting at $2500 per year, not to exceed financial advisor fee of 1% assets under management (investment platform fees not included). *If already completed Moxie Essentials, you receive 20% off financial planning services.

Moxie Know-how

Turn up the volume and invest in yourself!

Take what you learned in Moxie essentials and use it to build your “real life” financial plan!  A plan where “what if” scenarios are created in minutes to better understand how today’s financial decisions affect your future goals!  With the support of our Moxie team utilize your financial know-how to continue building your financial self!

Included in plan:

• Review all current investment allocations and contributions.
• Identify your risk tolerance and retirement horizon.
• Learn how to invest with purpose and what investment strategies are in your best interest.
• Customized Investment plan held to fiduciary standards.
• Work with a Certified Financial Planner to build your retirement roadmap (2-3 “what if” scenarios included).
• Ongoing monitoring and quarterly investment performance reporting
• Includes 12-month online access to our “real time” financial planning dashboard.
• Optional Moxie Bootcamp for discounted fee.

Schedule:

• 1-2 meetings during first 45 day on boarding partnership
• Quarterly investment portfolio review 30-min meeting
• 2 face-to-face (or virtual) 60-minute semiannual meeting
• Scope ongoing based on clients’ needs

Fee: Determined upon consultation starting at $3500 per year, not to exceed financial advisor fee of 1% assets under management (investment platform fees not included).

Moxie Power

Take back control and balance your health,wealth, and self!

Maintain balance while making financial decisions with confidence! Trust your financial self to get it done with the support of our Financial Moxie team.

Included in plan:

• Everything in Moxie Essentials + Moxie Know-How packaged into one customized.

• Comprehensive advanced financial planning process including tax, insurance retirement and estate/legacy planning.
• Learn how to best utilize your investment tools in retirement.
• Beneficiary audit
• Access to trusted advisor network
• Includes 12-month online access to our “real time” financial planning dashboard.
• Optional Moxie Bootcamp for discounted fee.