OUR PROCESS

We treat your future the same way we would approach a climb: with the utmost preparation and care.

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MEET THE TEAM

Our experienced team can guide you to the next step. Learn who will join you on your financial journey.

Get to Know Moxie

GET IN TOUCH

Ready to start the climb? Schedule a no cost, no obligation consultation with one of our planners.

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OUR STORY

The story of Moxie starts with climbing Mount Rainier

When Co-Founder Joe Burgess climbed Mount Rainier with the help of a seasoned guide, he realized that he wanted to offer the same level of care and guidance to his own clients. Today, we strive to provide a deep level of support that allows us to advocate for your future in a way that empowers you to make smart financial decisions that set you up for long-term financial success.

Our goal at Moxie isn’t only to get you to the summit of retirement: it’s to help you work towards all of your biggest life goals in a way that leaves you feeling clear and confident about your financial position.

LEARN MORE ABOUT OUR APPROACH

We help high achievers make the climb

Our process will help you develop a path towards reaching your financial summits and living a life with intention.

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Preparation

We start by identifying your goals, setting a timeline to reach them, and creating benchmarks along the way

The Climb

We’ll chart your progress and continue adjusting your plan as necessary – whether your plan is for the next three years or the next three decades.

The Summit

We detail multiple climbs along the way as each goal represents a new summit.

The Descent

As you accumulate a lifetime of summits, the next step is building an intentional legacy.

Let's chat about your situation. Schedule a No Cost, No obligation consultation with our team.
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