Financial Moxie is a financial planning firm serving individuals in a specified group of U.S. states. The firm presents planning as a way to help clients develop a clearer picture of their financial future. Its services include financial planning and divorce planning, and its website also provides resources, financial planning tools, and client access. Kristen Hafner is introduced as a member of the team who helps clients feel at ease with financial planning and work toward understanding their financial future.

Securities are offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer and FINRA/SIPC member. Advisory services are provided through Cambridge Investment Research Advisors, a registered investment adviser. Financial Moxie and several related names listed on its site are not affiliated with Cambridge. The firm’s communication is intended only for residents of Arizona, California, Colorado, Connecticut, Florida, Iowa, Illinois, Michigan, New York, Ohio, Pennsylvania, and Texas; offers cannot be made or accepted from residents outside those states. Its contact information lists an office in Westlake Village, California.