With the MossoM™ Process, we recognize that your financial future is about much more than data and documents, and we will never allow technology to replace conversation over a cup of coffee, a meal, or across the kitchen table.

The Process

Planning without a process doesn’t make sense. Your personal financial plan is born out of a tried and true process, and the Kevin Moss Financial Management MossoM™ Process connects you, at every step, to a workable, executable plan designed to help you reach your financial goals.
Meaningful AssessmentOrganize DataScope and AnalyzeStrategizeOffer Unified SolutionsMonitor and Adjust
AssessWhile it’s true we can learn a lot about life by looking backward, it must be lived by looking forward. No matter where you are on life’s financial journey, Kevin’s multi-step process is designed to help you see the end from the beginning. Whether saving for retirement, education, a major purchase, vacation, or any of the dozens of reasons people engage the services of a financial adviser, Kevin will help you get on, and stay on, the path leading to financial independence. He will provide and gather information, help you identify goals and needs, and perhaps most importantly, Kevin will listen.

Using the LifeArcPlan™ personal information system, Kevin Moss Financial Management helps his clients identify personal goals, expectations, and create realistic timelines to achieve financial objectives. This cutting-edge, proprietary software is specifically designed to cover every arc of your life!

Using a consultative approach, we identify our client’s needs using a multi-disciplinary system consisting of legal, tax, investment, insurance, and financial planning, all of which work together for the greatest benefit to our clients.

It’s been said that a goal without a plan is just a wish, and while hope is something we all want and need, it is not a strategy. Your situation is unique, and your goals deserve a unique plan and strategy. The MossoM™ Process is not a cookie-cutter, one-size-fits-all sales tactic. Kevin and his team at Kevin Moss Financial Management are your personal financial partners in every sense of the word.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” ― Warren Buffett

If you want the shade, you’ve got to plant the tree. It’s just that simple. That said, it takes more than planting a seed to get a tree to grow. A sapling needs water, healthy soil, sunshine, maintenance, and other fundamental elements to eventually provide shade. Using a holistic approach to asset management, Kevin will offer solutions designed to bring your financial tree to life.

If what you’re doing is working, keep doing it. If there are gaps, Kevin will make recommendations and design solutions to fill them. The beauty of LifeArcPlan™ is that it works in real time, just like your life. It allows Kevin Moss Financial Management to continuously monitor and report portfolio performance in partnership with you regardless of where you are on the financial planning path. We may be high-tech, but we’re also high-touch.

Some Tools Of The Process

    • Strategize and employ savings and investment vehicles to create personalized portfolios designed to meet the present and future financial goals of those we serve.

    • Help clients achieve financial independence in retirement and in life.

    • Assist clergy, churches, teachers, and non-profits in navigating and leveraging the benefits of 403(B) retirement plans.

    • Assist individuals, business owners, and companies in navigating and making the most of their 401(k) retirement plans.

    • Align financial stewardship with Godly principles by offering professional money management solutions through a family of Biblically Responsible Investment Models. Whether saving for a house, education, or saving for retirement, Kevin Moss Financial Management helps the Christian community reach financial goals without compromising values.