Kristen Hafner - Investment Mgmt - Financial Advisor for Women/ Divorce Planning

Profession	Investment Mgmt

Specialty	Financial Advisor for Women/ Divorce Planning

Group	WC1

Business Name	Financial Moxie

Title	Financial Advisor, CFPŽ, MBA

Address	2945 Townsgate Road Suite 200 Westlake Village, CA 91362-5866

Work Phone	(805)217-3126

Fax	(805)579-3724

Web Site	www.financialmoxie.com/

Linked In	View Profile

Member Since	2/2011

Experience the power of planning with Financial Moxie. Our independent financial services firm helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions. We understand that life can be hectic, and that time does not always allow our clients to take care of and understand the importance of a financial plan. We work closely with our clients to ensure they understand the plans selected and that everything is on track with their goals. At Financial Moxie, you can depend on us. We pride ourselves on our core values compassion, integrity, and commitment to client education. Our goal is to alleviate our clients fears, enabling them to gain greater self-control over their own financial futures.

Our mission

To enhance the financial health of women, families, small businesses and the community.

Registered Representative
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.

Cambridge Investment Research, Inc. and Financial Moxie are not affiliated.

Investment management

Verify suitability of investments by taking into consideration clients risk tolerance, tax sensitivity, investment horizon, investment costs, cash withdrawals from your portfolio, and other individual factors.
Buy and monitor approach
CAAP & CMAP, fee based asset management platforms
REITS
ETF Models

Financial Planning

Financial planning services include identification of the clients goals and objectives, a detailed assessment of clients current situation, the development of specific strategies designed to help the client achieve his/her stated short-term and long-term goals, and the presentation of a written plan.

Financial planning services are designed for individuals that do not want to hire a full time advisor, but who are seeking a professional opinion or advice to help them get on track after life changing events. Financial plans may include client specific recommendations in the following areas:

Cash Flow/Budget Analysis
Debt Management
Investment Analysis
Retirement Planning
Risk Management
Education Planning
Estate Planning
Employer retirement plan review
Net Worth Statement

Products and Services Continued:

Divorce Planning

The goal of pre-divorce counseling is to help clients identify both their current financial needs as well as develop long term goals and strategies for years after the divorce is final. Based on that understanding, Financial Moxie can prepare a financial game plan that addresses various financial agreement scenarios that would optimize your chances of realizing your needs and goals.

Help you develop your personal Financial Vision:

What do you want your current and future life to look like?
How can money help you create that life?
What are your financial anxiety issues and how to address them?
How will you develop a true sense of financial peace of mind?

Identify living expense needs (household budget)

Develop strategies to meet expense needs:

Prior to divorce
During divorce
After divorce and into retirement

Produce a Net Worth schedule and Analysis Including:

Schedule and analysis of assets and income tax issues of marital assets
Review and analyze debt and re-payment strategies

Review and analyze risk management issues:

Life insurance ownership and amounts
Health insurance coverage and strategies

Run preliminary financial scenarios based on allocation of assets, income and debt to find best solution to division of assets and liabilities.

Small Business Support

Utilize CAAP Retirement Platform
Employee benefit support webinars (English/Spanish)
Financial education seminars
Retirement planning for owners
Business succession planning
Provide tax, estate, insurance planning resources

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Charities	The reo bakpak Co,SimiValley Girls Softball,Inpowerher


Graduate Degrees	MBA


College Degrees	BA Major Spanish and Buisness Management


Speaking/Teaching Experience	CSULA CFP Course Writer & CFP Mentor, CLU Adjunct Professor


Organizations	AssociationofWomenEntrepreneurs SIS;a professional women's group


License Number	CFP # 135673 , CA #0G99103, Series 7,66,24

Westlake Village - Investment Mgmt

Specialties: Financial Advisor for Women/ Divorce Planning