Financial planners for women-owned businesses
Where your moonshot is just one plan away
.png)
A new way
to plan
We all have dreams, sometimes
they’re called moonshots.
So unbelievable to everyone, but you and us.
Our Services
All the services you need
all in one place
.svg)
Planning
Planning
Analysis
Planning
Management
Wellness Check
What Our Clients Say
.svg)
Moonshot Planning has transformed ThriveTech Solutions’ financial health with their strategic & personalized approach. We now have a clear roadmap for sustainable growth.
.svg)
Moonshot Planning made financial planning simple and stress-free for me. Their tailored solutions have significantly improved my financial confidence and stability.
Moonshot Planning has been a game-changer for my finances. Their insightful advice and hands-on approach have helped me manage my income streams effectively and plan for the future.
Frequently Asked Questions
Here are some answers
to what everyone is asking.
Who do you help?
We are all-inclusive!
We love helping highly motivated individuals who are interested in achieving their best selves. We understand that you exist as small business owners, influencers, athletes, retirees, and in many other fashions. We don't limit ourselves to only helping one subset of growth-oriented people.
With all of that said we have built Moonshot Planning on four pillars which are growth, design, community, and transparency. If these appeal to you we may be the right fit. If you're interested in learning more about our pillars click here!
How are you paid?
Fee-Only Fiduciary Advisors
We are proud to be fee-only fiduciary advisors. For so long this industry has made a great living through selling products such as mutual funds and life insurance. At Moonshot we are fee-only, which means our only income comes from the fee that we are paid by our clients. We don't receive commissions for the sale of any products including mutual funds, insurance, annuities, private investments, or other sources.
We charge an annual financial planning fee that is charged monthly, quarterly, or annually. This fee can be as little as $149 a month or as much as $600 a month depending on the services needed. Additionally, we charge an investment management fee. This service is included, but as your assets under our management grow, the need for more complex investment strategies begins to exist. We start charging a fee of $2,000 annually for assets over $250,000, $3,000 over $500,000, and $5,000 for assets over $1,000,000. A full breakdown can be found on our pricing page.
What services do you offer?
A Comprehensive Package
Our services include a range of financial areas such as:
- Financial Planning
- Tax Planning
- Cash Flow Analysis
- Investment Management
- Debt Management
- Coaching
In addition to the services above we also understand that there is no one size fits all plan, so we are flexible in offering other services that we are equipped to assist in. Some examples may be education planning, growing your small business, and even life decisions such as analyzing scenarios like accepting a new job, moving to a new state, buying a home, and much more. Here is a link to see a breakdown of our services.
What makes you different from other advisors?
Design and Community Approach
We were motivated to create something truly unique. We do this by building a one-of-a-kind community within the Moonshot ecosystem. By working with us you gain access to all of our connections whether it be tax professionals, legal professionals, or matching you with others within our community that own businesses that interest you.
We also focus heavily on design. Our financial plans are very unique in the way they are presented and designed. Our idea is that financial planning can be a very dense and, honestly, quite boring. We strive to create plans that you cannot keep your eyes off to keep you engaged in the plan. Reach out to us we'd be happy to share a mock plan so you can see for yourself.
What investment platform do you use?
Matching Our Beliefs with Our Technology
You may know by now that one of the pillars we built Moonshot on is design. We believe that making finances attractive is so important to help us keep our attention on things that matter. With this in mind, we needed to select technology that reflected our belief in design, but also among our other pillars such as community, transparency, and growth. Of course, most importantly we needed to ensure that we offered the absolute best security possible for your assets. With all of this in mind, we were lucky enough to partner with Altruist. They share many of our values and are led by Jason Wenk, an industry veteran and an ex-financial planner himself.
Transform Your
Financial Future
Schedule a consultation with our expert financial planners to secure your financial future.
