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As a co-founder of Moxie Wealth Management, mentor, volunteer, and parent of 2 kids, I understand how managing your money continues to get postponed because you keep second-guessing yourself. You’re ready for a tailored financial plan that tells you EXACTLY where your money should be going so you can have peace of mind knowing your money is finally working as hard as you do. You’ve got at least $250,000 in investable assets, and now it’s about knowing how to use it to meet your financial goals. I help 1st generation-wealth builders get a comprehensive, financial plan that’s tailored to them (not some cookie-cutter approach), after only 90-minutes of meeting time. This not only shows where you’re at, and also exactly how to get to where you want to be! After presenting your plan, we help you implement and guide you to make informed decisions with more confidence and clarity. And this doesn’t mean you’re not smart enough to manage your finances; it means you’re smart enough to realize that you shouldn’t do it alone. ❓WHAT I OFFER❓ 📌Values-Based Financial Advice: Translation = Fiduciary guidance and reassurance that every piece of your financial situation is organized and aligned with your values and unique goals 📌Investment Advisory Services: Translation = Explaining and managing different account types and investment platforms; Helping you clarify your retirement and college savings goals, and providing tailored recommendations to meet your goals 📌Insurance Programs/Risk Management: Translation = Protecting your family, your income, and your future wealth ❓WHO AM I OUTSIDE OF WORK❓ When I'm not at work, you can find me with my husband and our 2 kids. 👨👩👧👦 We get outside as much as possible, whether biking, hiking, or going to the park. I love comedy shows and am a bit of Peloton fanatic. I’m also a wannabe foodie - my two-tier chocolate cake 🎂 and apple pie 🥧 are both family favorites! If you're interested in learning more, please connect! ✉️Kristin@moxiewealth.com 📞612.617.6024 #kristinspiration Scheduling link for a 30-minute Teams meeting: https://outlook.office365.com/owa/calendar/KristinPrintonAmandaCharlesCopy@securianlink.onmicrosoft.com/bookings/s/Exo4kIXISEiyoMctfh3LSw2
Check out Kristin Brandli Printon, WMCP®, AIF®'s verified LinkedIn stats (last 30 days)
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