Overview

Change in My Pocket is an insider's guide for handling your life both during and after Change enters the picture (e.g. death of a parent or spouse, end of a marriage, major health challenge, career shift, empty nest, retirement). Shari Moxley has helped hundreds of clients recognize and make sound choices through such periods. Her holistic, proven approach to wealth management means not only do your financial resources make it through Change, but the greater picture of your life also emerges into a freedom of new normal. With practical lessons for facing, addressing, and moving through change in a way that is thoughtful and intentional, readers learn how to evolve Change into a a solution by better understanding it and creating choices around it.

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Shari Moxley, CFP(R) is the CEO, Founder, and a Certified Financial Planner (CFP) at Investor's Resource. With over 30 years of experience in the industry, she has built a successful wealth management team that specializes in serving ""the millionaire next door"". Her expertise spans tax, estate, and generational financial planning. In 2024, Forbes, awarded her the prestigious 2024 Forbes Top Women in Wealth Management and 2024 Forbes Best in State Advisors awards.

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