MobiusFinancial

Mobius Financial’s services are designed to instruct, inform, and then give you the tools to master your own financial situation—now, and down the long road ahead. Think of the following offerings as a toolkit, a roadmap, a really useful set of technical instruments that with our help, and in your hands, will make a difference in your life and your pocketbook.

Smart Budgeting–We help you work out a plan for you income, expenses, wants and needs each month.


Debt Relief—Not consolidation, not a get-out-of-jail-free card. A real, workable way to minimize your debt.


Insurance Counseling—Help navigating the complex world of protecting your assets. Home, health, car, life, disability and more.


Long-Term Planning—We’ll work with you to help you reach your goals—retirement, college, starting over and starting smart.


Support—We stay with you, throughout the process, with six months of email and follow-up contact to make sure you’re traveling the right path.


Contact us today for a free, 30-minute session.

Then, come back for in-depth instruction via one of our three, tiered consults:

Essential—For consumers in debt or crisis who need help now and a concrete plan for the future, including expert assistance regarding creditors, foreclosure, bankruptcy and more.

Foundation—For consumers with little debt or who have completed our essential series, and now look forward to a debt-free future and saving for college, retirement, large purchases or the launch of a new business. Includes investment strategy counseling, retirement planning, and other long-term issues.

Progressive—A final stop on the journey to financial independence that helps debt-free individuals design that last financial plan they’ll ever need—personalized, comprehensive, and future-focused.