we advise a select group primarily of women in technology and their families who aspire to among other things, a work-optional lifestyle we define as financial independence.Schedule Some Time With Us
we have developed a process to guide you through life’s financial complexities. We collaborate with you to bring all your money matters together, and we call it the Financial Happiness Solution.Schedule Some Time With Us
Close your eyes and imagine what will you do when your money works for you!
Is it a lifestyle you’re thinking about? Do you dream of building your own business? Maybe you envision travel in your retirement. We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future.
TechGirl Financial's ongoing process of identifying changing goals and objectives, assessing alternatives, taking action and reviewing results may help you make effective, long-term financial decisions for years to come.
Kristen Hafner is a Certified Financial Planner™ professional and Founder and Principal of Women of Financial Moxie®.
Kim Gaxiola is a Certified Financial Planner™ professional and Founder and Principal of Tech Girl Financial®.
Based out of the Cambridge home office (our broker-dealer) in Fairfield, Iowa, Jamie is a great advocate, experienced associate and services all client needs. We are lucky to have her, as her resources and op’s contacts are broad. She knows how to “GET IT DONE,” with a smile.
TechGirl Financial is excited to introduce Amber to our team she will be responsible for insurance evaluations. She is currently working on her MBA and Certified Financial Planning Degree at Cal Lutheran.
The available data is more encouraging than discouraging. Provided by TechGirl Financial Women 35 and...