FINANCE MISCONCEPTION

The High Cost of Going It Alone

According to a CNBC and Acorns Invest In You Savings Survey, 75% of Americans are managing their finances on their own. However, mismanaging your finances can be a big price to pay. The NFEC found that money mistakes cost Americans, on average, $1,230 in 2018. In addition to poor saving habits, debt, and high living expenses,

you’re looking at long-term wealth challenges. 

Instead of improvising your financial planning, it may be better to turn to a financial coach. Need help setting priorities and direction? Need more control to achieve reliable results? Need a strategy to pay less tax? Need to lead a purposeful life? Make success a choice, not a chance, with Holden Moss CPAs and Coaches.

 

Finance Coaching

Let’s Build Together

Your financial future could use the help of an experienced professional. We work with individuals to balance their finances and plan for the future.

Everyone’s financial goals are different. Whether it be digging out of a debt hole, building upon investments, or planning for retirement, our team of professional advisors guides you toward accomplishing your goals.

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Our Approach

3 Simple Stages

Get control of your money. Align your goals into a tangible plan. Step-by-step achieve your dream of financial stability and prosperity.

Holden Moss CPAs and Personal Finance Coaches travel alongside you on your financial journey. Rather than give you generic money rules that may not work with your lifestyle or individual goals, we collaborate with you to create a personalized approach to better finances.

This process can be broken down into three simple stages:

Education

Financial literacy is crucial to furthering your money goals and improving the quality of life for you and your family. We talk you through this in a way that is simple to understand and approachable. Learn how to handle your finances responsibly with the help of a personal finance coach.

Action Plan

Our initial evaluation is designed to understand and gain clarity of your unique concerns, passions, goals, and dreams.

We listen to get crystal clear on your key priorities and we work together as a team to create a plan of action that helps you achieve them.

Implementation

Once your obligations are structured within an Action Plan, your coach will help you follow it.

We hold you accountable and push you toward your established goals. Regular check-ins with your coach keep you on course to accomplish success.

 
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MEET US

Find Your Coach

Holden Moss CPAs and Coaches are stewards seeking the best for you and your family. Meet the professionals empowering clients to reach their biggest financial aspirations.

 

Testimonials

What Others Are Saying

We have helped hundreds of individuals enhance their lives and change unhealthy money behaviors. Check out what our happy clients have to say about their Holden Moss experience.

 

Break the Bind

Finance Solutions

Financial health looks different to everyone. There are a variety of avenues you and your advisor can take to develop and maintain healthy financial habits.

Holden Moss CPAs and Personal Finance Coaches work with you to conquer finances and improve your quality of life. We focus on comprehensive financial goals that last throughout your lifetime and beyond.

The following are a few areas we create positive dialogue and lay the groundwork necessary for success.


Debt Management

There are plenty of options we can help you explore to minimize the impact of your debts and get you back on track to financial efficiency.

Spending Plan

Holden Moss Personal Finance Coaches work with you to build an annual spending plan that is robust and practical in order to facilitate growth and stability.

Savings

A financial safety net is not out of reach. Build wealth and ease your mind by preparing for your future through long-term savings planning.


Investments

We aid you in building wealth, saving on taxes, preparing for retirement, and more with proper investment strategies.

Retirement

Whether you are getting an early start or creeping up on retirement age now, we work with you to optimize your retirement plan.

Estate Planning & Administration

Ensure that the legacy you envisioned is preserved and the disbursement of wealth enacted with ease with an estate plan.

 

MAKE A MOVE

Get Started

Don’t DIY your finances. Build relationships focused on maximizing opportunity, minimizing surprises, and utilizing the best available tools. Schedule a meeting with us today and begin your journey to better finances.

 

Personalized Accounting

Individual Tax Prep

Accomplish more than a simple tax return. Learn where you could be saving money and improve your bottom line.

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RISK-FREE GUARANTEE

Our Promise

Our premium services come with a value guarantee. The risk of success should be on us, not you. As it should be.

If you are not completely satisfied for any reason with any part of any invoice within 30 days, do not pay us for it. Scratch out the line item, write a brief note about the problem and return a copy of the invoice along with your check for the balance. If you wish to cancel moving forward, we completely understand.

With no financial risk, why not try our coaching services? It’s a no-brainer.

 
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Resources

Online Journal

Check out our blog for articles, essays, commentary, and more that can aid you on your journey to financial well-being.

 
 

Questions?

Speak to a Professional

Contact us today for more information regarding our services and we can answer any questions you may have on what your next step should be.

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