Tired of hearing the same advice from every planner? Why can’t you get answers about things you’re interested in?
That’s why I’m here.
I want to be your financial partner. Whether it’s finding your team members, seeking the best investments or brainstorming ideas.
I’m Michelle Moses, Certified Financial Planner and I promise, I’m different. I started my firm so I could give honest advice about any product.
Clients routinely tell me how much better they feel after talking with me.
There are so many ways to make money, you need someone who will help with ALL of it.
Enjoy real estate? Let’s do it.
Want to start a business? I can help.
I’m very good at seeking out new products in the marketplace, brainstorming for you and bringing you new ideas.
I love helping people achieve their dreams.
I was one of those kids that always knew what I wanted to do - build a business.
So here it is.
I live in Phoenix, AZ. I’m an independent (i.e. I have no boss) Certified Financial Planner and I busted my butt to make it happen.
I networked, taught and wrote articles. Waited tables and pushed paper.
I’ve been a weekly contributor on the John Adams Show — a radio show for entrepreneurs — and featured in the Arizona Republic newspaper and Phoenix Woman magazine.
I’ve appeared regularly on all the local Phoenix news channels, been interviewed for numerous podcasts, appeared as a lifestyle expert on Chat, Chew and Chocolate, and featured on SheKnows.com.
I was a founding board member of the Phoenix Green Chamber of Commerce, the Treasurer (bookkeeper) of the Active 20-30 Club Valley of the Sun and a lead group facilitator for the Arizona Small Business Association.
When I’m not working, I enjoy spending time with my family & friends, hiking and eating out.