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Our Services

Money touches every decision you make, your business, your family, your future. At Moonshot Financial Group, we bring structure to complexity. For over two decades, I've worked with individuals and business owners who want more than surface level advice. They want disciplined thinking, coordinated strategy, and execution that holds up over time. This is not product-driven planning. It is comprehensive financial architecture.

our solutions
Strategic Counsel for Complex Lives

imageCash flow and Income strategy

Everything begins with structure. We assess income, assets, liabilities, tax exposure, and long-term objectives to ensure your financial foundation supports the life you are building not just the year you are in. High-impact decisions require clear modeling and disciplined analysis, especially during transition.

Scope Includes:

  • Cash flow and net worth analysis
  • Retirement income planning
  • Education funding strategy
  • Divorce and life transition modeling
  • Estate and beneficiary alignment

Clarity eliminates guesswork. Strategy replaces reaction.

imageInvestment Strategy and Portfolio Oversight

Markets fluctuate. Strategy should not. We construct portfolios aligned with your time horizon, risk tolerance, and income needs designed for sustainability, tax efficiency, and resilience. The objective is not speculation it is disciplined growth.

Scope Includes:

  • Strategic asset allocation
  • Portfolio construction and oversight
  • Risk management
  • Tax-aware positioning
  • Income sustainability planning
  • Ongoing monitoring and rebalancing

Measured decisions outperform emotional ones.

imageTrust, Estate and Wealth Transfer Planning

Wealth without coordination creates exposure. We work alongside your legal and tax professionals to ensure your estate plan reflects your broader financial strategy protecting assets, minimizing inefficiencies, and reducing unnecessary burden on your family.

Scope Includes:

  • Trust and estate coordination
  • Wealth transfer strategy
  • Beneficiary review
  • Multigenerational planning

Structure today prevents conflict tomorrow.

imageBusiness and Liquidity Strategy

For Entrepreneurs, business value and personal wealth are intertwined. We help you prepare for liquidity events well before they occur aligning valuation strategy, tax positioning, and long-term planning so the outcome reflects years of work, not rushed decisions.

Scope Includes:

  • Business valuation guide
  • Exit timing strategy
  • Sell-side readiness
  • Tax optimization pre- and post-transaction
  • Post-liquidity portfolio structuring

Successful exits are engineered not improvised.

Beginning Our Process
Headline About Your Process

Complimentary 15 minute consult to make sure we are a match

Complimentary 15 minute consult to make sure we are a match

During this phone conversation, we will ask that you have you have your documentation to discuss your specific situation to make the most of our time together. Call the office to schedule. We add these appointments within a week, as long as the schedule allows.

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Forward Process to meet again for an hour or more if we are a match

Forward Process to meet again for an hour or more if we are a match

Invitation to upload the documents we are working on to help with your stated need. Follow-up meeting after we receive the documents to delve into your possible solutions to help you achieve the results you want. Generally scheduled within a week of initial consult. 

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Roadmap outlined

Roadmap outlined

At this point we will be delivering your financial plan if that was your chosen route or we will start to transfer your accounts over and deliver the plan if you chose full wealth management. Solutions delivered as soon as possible, depending on complexity of design. 

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On Track Assessments

On Track Assessments

These are done at least annually and often more frequently to make sure you on track and we change course if needed. We work with you until you get the desired result, we are there every step of the way

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FAQ
Have a Question?

We are committed to clarity. Ask the questions, we have answers.

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Our History

  • If you want to change your financial situation through coordinated effort, you can get started with our launchpad service that starts at $20.00 a month. Click to get started.
  • No, you can choose the hourly service or the planning for fee only service. Click here to learn more.
  • As early as after our second meeting or your second session in our virtual products you will begin to get clarity on where you are financially, and you will decide the pace and speed that we change the habits to get you to the next phase of your financial peace. You will know what it takes to move the needle in the right direction and we will help guide you through those steps.
  • Yes, I can help set up a 401(K) or takeover one if you are a business. We will discuss costs after the fact finding. If you would like guidance on how your 401(k) is working for you I can help with that as well. Use the hourly option and we can work to get you to know how this will work for you as you save for retirement.
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Contact
Financial Peace Starts With A Plan

We look forward to the opportunity to live your best life by design. We respond to all inquiries within 2 business days.

130 Chieftain
Suite 101
Waxahachie, TX 75165

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