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Moir NextGen

A fresh take on financial services.

The mission of our Next Generation financial planning service is to educate, empower, and support the next generation of clients to make confident financial decisions as they enter and move forward in their peak earning years. Offered through a goal based customized financial plan, clients will receive their own tailored road map illustrating where they currently are in life and where they want to go. Our financial planning process is designed to equip you with insight and direction for your financial future.

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Moir NextGen
Planning Service.

Educate + Empower + Support

Discovery Meeting

  • One-hour complimentary meeting with the Financial Planning team.
  • Discussion of your financial position & objectives.
  • Determination of the optimal approach for your Financial Planning process.
  • Review & Delivery timeline.

Financial Plan Delivery

  • You receive your goal based financial plan, strategies applicable to your situation, and written recommendations based on your stated lifestyle with your accumulated assets and goals (long-term, mid-term, short-term).
  • Action Plan detailing out exactly what steps are needed to accomplish your goals. Determination markers are put into place as to when you are to start and complete the tasks.
  • Your plan is designed to run on for three years. During the third year, evaluation is done to determine what you need and what you would value for the next three years.

Twice Yearly Check-Ins

  • Two 1-hour meetings during your preferred time of year throughout the three-year period to connect on your Action Plan items.
  • Ability to connect, ask questions, obtain one- on-one communication on a topic you would like to know more about.
  • Learn what topics apply directly to your situation.

Ongoing Support

  • Open communication via email, phone, and Zoom to answer any questions related to your plan that you may have.
  • Follow-up to make sure you have completed or are on track to complete the actions items detailed in your plan.
  • Exclusive access to a catalog of educational videos & webinars produced to cover the fundamental concepts of financial well-being.

Pricing

$2,800 all in pricing for a three-year commitment.

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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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