LET’S CLIMB THE MOUNTAIN TOGETHER

Our Process

We serve high caliber people and believe in offering a VIP client experience. No two clients are exactly alike, and no two financial plans are exactly alike: which is why we believe in tailored financial strategies for every single one of our clients. Our goal is to help you reach your goals, while using your financial strategy as a vehicle to live a life with intention. To do this, we use a highly customizable process that is developed to support you working towards your biggest goals.

PREPARATION

Long before a climb begins, successful mountain climbers build a team of seasoned professionals. Those professionals will have led many expeditions and use the knowledge they’ve gleaned to help climbers prepare for the challenges, pitfalls, and conditions the team will encounter. At Moxie, it all starts with a simple conversation with your personal advisor team to gain a deep understanding of your family’s current situation and goals for the future.
THE CLIMB(S)

Once on the mountain, the role of the team is to chart progress, monitor conditions and adjust tactics on the fly. Here past experience with other expeditions gives the team a unique vantage point and the wisdom to play that pivotal role.

Our recommendations are communicated and written in everyday language and delivered via a collaborative conversation to discuss each tactic’s timing, advantages, and risks. This involves running numbers, stress testing results and creating multiple scenarios to highlight implications and trade-offs.
THE SUMMIT(S)

Reaching the summit means you’ve achieved one of your big goals – this is where we celebrate your win! You’re now able to take the next steps towards your vision for the future.
THE DESCENT

After you've achieved a lifetime of summits, we transition to legacy planning while we help you envision and execute your dreams for future generations. From philanthropic gifts to generational wealth, our team has experience to support your vision for the future. What happens after retirement.

What happens after retirement?

While many see each summit as a representation of achieving their biggest life goals, the clients we Work with are often looking for more. Pre-retirement, your summits might guide you towards a life of intention, where you have the ability to choose a new career path or pursue passion projects. After retirement, your summits might be living a life with purpose, finding new ways to create a legacy for your family, and expanding your philanthropic efforts or your community.

No matter what stage of life you’re in, your Moxie team will help you identify that next big visionary goal and help you create a financial strategy to get there, coaching you along the way. We’re always here to support your next big life adventure!

Ready to climb the mountain with Moxie?

We’d love to discuss how our process could help you live intentionally with the right financial strategy. Schedule a no cost, no obligation consultation to meet our team!

Take the first step