You have some money. Things are going well. To be honest, you’re not really sure, because it’s complicated. And you want to take a trip. And retire.
Why is it so overwhelming?
It doesn’t have to be. I can help.
I’m Michelle Moses, Certified Financial Planner. My practice was born out of a fascination I had around people’s relationship with money and the role it played in their lives. I wanted a place people could come to for unbiased advice and not expect to be sold to.
When people come to me, they’re not only looking for advice, but a plan that will fit their lifestyle and be easily understood. I enjoy finding the right tools for the right client, making each plan unique.
Clients routinely tell me how much better they feel about their money after meeting with me.
What I teach is a mindset, one that doesn’t leave feelings of guilt or stress. And I do this by focusing on strategy.
Any financial planner can sell financial products, what makes a planner stand out, is how they use financial tools together, within your plan.
I’ve been in finance my whole life (read my entire story below) and I love helping others achieve their dreams.
I work one-on-one with my clients to figure out a master plan. I help them implement practical financial systems that enable them to live a lifestyle they love.
My childhood dream has always been, to start a business from the ground up.
After college at Miami University in Oxford, OH, my career began in Pittsburgh, PA as an Assistant Buyer for a department store where I quickly moved to. May Department Stores as an Assistant Buyer and moved to Abercrombie & Fitch. I held many positions at Abercrombie.
I loved the community at Abercrombie, but what had happened to my dreams of building a business?
Months after deciding I needed a change, an old high school friend called to offer a job in Phoenix. Commission only, no network of friends and family and miles away from anyone I knew. But I KNEW this was it.
So here I am. 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 — a philanthropic, community service and social organization for professional women — and a lead group facilitator for the Arizona Small Business Association.
I’ve honed my intuitive abilities for five years at the Center for Intuitive Development and taught free classes at Fresh Start Women’s Foundation - a non-profit organization dedicated to supporting women who want to thrive.
When I’m not working, I enjoy spending time with my family & friends, hiking and eating out.