800-584-3652

 

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Welcome to Financial Happiness

Any competent financial planner can give advice and put together a plan.

But where so many of them fail is in their impersonal approach. Some simply present complex numbers that can confuse you, and frankly make you feel uncomfortable, like financial planning is a necessary nuisance. Some may even make you feel like you’ve been doing it wrong thus far, succeeding only in making you feel worse about your financial status. 

Kim and Kristen will put you at ease with your financial planning and help you to create a clear picture of your financial future!

Explore Your Financial Happiness

Your Team of Financial Happiness Explorers

  • Kristen Hafner

    Kristen Hafner

    Founder & Principal

    Kristen Hafner

    Founder & Principal

    Kristen Hafner is a Certified Financial Planner™ professional and Founder and Principal of Women of Financial Moxie®.

  • Kim Gaxiola

    Kim Gaxiola

    Founder & Principal

    Kim Gaxiola

    Founder & Principal

    Kim Gaxiola is a Certified Financial Planner™ professional and Founder and Principal of Tech Girl Financial®.

  • Jamie Roth

    Jamie Roth

    Client Service Associate

    Jamie Roth

    Client Service Associate

    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.

  • Amber Devine

    Amber Devine

    Insurance Agent

    Amber Devine

    Insurance Agent

    Financial Happiness is excited to introduce Amber to our team she will be responsible for insurance evaluations.

  • Mayree Workman

    Mayree Workman

    Client Service Associate

    Mayree Workman

    Client Service Associate

    Mayree is a great client advocate, experienced associate and services all client needs.

Explore your financial happiness... We can get you there!

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