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Framework: Understand. Stabilize. Reduce. Organize. Plan. Build. Protect.
We partner with our clients month by month on a personalized monthly subscription plan to build financial clarity, confidence, and control through seven foundational pillars:
Financial wellness begins with knowing exactly where you stand. We capture and review all sources of income and expenses (housing, food, transportation, insurance, subscriptions, and debt payments) so every dollar has a purpose, helping you eliminate waste, reduce unnecessary spending, and improve monthly cash
flow.
Unexpected events can quickly disrupt even the best financial plan. We help you establish a dedicated emergency safety net reserved for critical necessities (food, clothing, shelter, and transportation) so you build resilience and avoid relying on credit when surprises happen.
We develop a complete picture of every debt obligation (creditor, balance, interest rate, monthly payment, and remaining term) and build a disciplined strategy to prioritize debt, lower interest costs, accelerate repayment, and redirect freed-up cash flow toward your future goals.
Financial clarity comes from knowing both what you owe and what you own. We help you organize a complete inventory of your checking, savings, money market, CD, investment, and retirement accounts so your resources are positioned for current needs, emergencies, and long-term objectives.
A financial goal without a strategy is simply a wish. Whether you are purchasing a home or vehicle,
starting a business, planning for children's education, or preparing for retirement (including Social Security timing and Full Retirement Age decisions), we establish the Goal, the Cost, the Timeline, the Strategy, and the Action Plan.
Once your financial foundation is established, we help you develop disciplined habits to Save, Invest, Grow, Compound, Diversify, and Preserve long-term wealth across 401(k) and 403(b) plans, Traditional and Roth IRAs, employer-sponsored retirement plans, and investment accounts.
Building wealth matters, and protecting what you build matters just as much. We help you evaluate life, long-term care, and disability insurance, wills, trusts, powers of attorney, and beneficiary designations (coordinating with qualified legal, tax, and investment professionals where needed) so your family and legacy are protected.
The Mosley Financial Journey Outcome:
Clarity -> Confidence -> Control -> Growth -> Freedom -> Legacy
Our goal is to equip you to LIVE (enjoy the life you have worked to build), GIVE (make a meaningful difference in others' lives), and LEAVE A LEGACY (create lasting value for the people and causes that matter most).
Ongoing coaching is available through an affordable monthly subscription plan, and your first meeting, a Complimentary Strategy Session, is on us.
Mosley Consulting and Financial Services
615 South Saginaw Street, Flint, Michigan 48502, United States