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Moir NextGen

A take on financial services.

Educate, Empower, & Support

The mission of our Next Generation subscription service is to educate and empower our next generation of clients to make confident financial decisions as they enter their peak earning years.  Offered through a monthly subscription, clients receive customizable financial guidance tailored to where they are in their life.

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Pricing

Annual Meeting fee $545, plus $64.59 monthly
subscription fee starting 2nd month.

What you'll get
with NextGen.

Annual Guidance Meeting

  • One hour session with lead Financial Planner Heather Moir-Dangler, CLU®, ChFC®, CASL®
  • Analyze financial position & objectives
  • Create strategy to meet client’s goals

Post Meeting Follow-up

  • Deliver detailed meeting notes and individualized go forward action plan

Ongoing Services & Offerings

  • Support
    • Online vault access to your personal documents
  • Quarterly Check-ins
    • Multiple touch points to support your action plan follow through
  • Education
    • Exclusive access to educational videos
    • Interactive webinars
    • Customized quizzes to test your knowledge
  • Notifications & Updates
    • Market updates
    • Tax updates
    • Policy updates

Customized Guidance Categories

-Any two financial guidance categories of your choice included in standard subscription.

-Each additional guidance category is available for $175/year or $15.91/month.

  • Savings Strategy
    • Outline savings plan with timeline and key milestones
  • 401(k) Evaluation
    • Analyze investment options available in your Plan
    • Assist in determining your contribution strategy
  • Debt Pay-off Strategy
    • Guidance on refinancing and payment plan
  • Portfolio Review
    • Review of investment accounts with recommendations on how to improve
  • Home Buyer Road Map
    • Guidance on down-payment target and savings strategy
  • Insurance Evaluation
    • Analysis to determine if you have enough insurance to meet your needs
  • Tax Strategy
    • Guidance on how to minimize your tax burden
  • Career Advancement Guidance
    • Show different ways and methodologies to advance your career
  • Business Basics
    • Business plan review

NextGen was created with flexibility to suit the next generation of investors.

NextGen by Moir Financial

Contact us

Leave us a note and we will get back to you for a free consultation.

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Heather L. Moir-Dangler is Registered in the following states: AL, CA, FL, HI, MI, NV, NY, OR, PA, TX, WA.  Heather L. Moir-Dangler is a Registered Representative of, and Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Moir Financial & Insurance Services and Cambridge are not affiliated. For more information, please visit FINRA & SIPC.

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NextGen from Moir Financial