Our Pillars
Design, Community, Growth, & Transparency
Moonshot Planning was built on four pillars, design, growth, transparency, and community. We aren't just building a place where financial planning is done. We are curating a community of like minded people who also value design, growth, transparency, and community in their lives.
Transparency
We believe in the power of transparency. As fee-only financial planners you will always know exactly what you're paying, but this extends into many other aspects too.
Growth
Many financial planning firms focus on a specific niche, for example doctors. Our niche are those that are interested in working with us.
Design
We're getting rid of the boring and outdated design of a typical financial planning firm.
Plan Your Moonshot
Plan Your Moonshot
Plan Your Moonshot
Plan Your Moonshot
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