Community Champion Organization
Personal Finance Expert Moxie Financial Wellness
Moxie Financial Wellness and its founder and owner, Elizabeth Cruz, go above and beyond traditional financial coaching services. The company is a true champion of local communities, raising economic empowerment by donating financial education resources and advocacy across Illinois.
As a business, personal finance expert Moxie Financial Wellness continuously shows its commitment to making financial wellness accessible and available to all the many diverse communities around the state. Taking a highly personalized approach to personal finance coaching, the company strives to turn uncertainty into understanding, helping people from all backgrounds and demographics write their own stories of financial empowerment.
Company History
Welcome to Moxie Financial Wellness, a trusted partner helping people and organizations navigate the diverse and often complex world of personal finance. We are a dedicated team of financial coaches, united by a common purpose: to empower individuals from all walks of life on their journey toward financial well-being.
At Moxie Financial Wellness, we understand that financial planning is not a one-size-fits-all affair. Each person’s financial journey is unique, shaped by different life stages, goals, and challenges. That’s why our approach is deeply personalized, designed to meet you wherever you are in your financial journey – whether you’re a recent graduate grappling with student loans, a family planning for your children’s future, or nearing retirement age.
Our services range from basic financial education to in-depth coaching. We help demystify complex financial concepts, making them accessible and understandable. Our expertise includes budgeting, debt management, retirement planning, and more. We believe not just in guiding individuals through their immediate financial concerns, but also in equipping them with the knowledge and tools to achieve long-term financial resilience.
At Moxie Financial Wellness, our commitment goes beyond mere advice. We strive to build lasting relationships with our clients, providing ongoing support and adapting our strategies as their lives evolve. Our goal is simple yet high-impact: to instill financial confidence and independence, enabling people to make informed decisions that lead to prosperous and secure futures.
Everyone is invited to embark on a financial journey with Moxie Financial Wellness – where clients’ financial health is our top priority. We will navigate the path toward financial success together.
Community Service Gratitude for Personal Finance Expert Moxie Financial Wellness
The generous donations of time and resources Moxie Financial Wellness has provided to the Illinois Financial Educators Council have significantly improved the organization’s ability to accomplish its objectives. These contributions have enabled the IFEC to extend its services and programs to meet the needs of even more individuals, families, and organizations across Illinois.
Beneficiary organizations and individual citizens alike have taken advantage of the financial wellness programming made available through Moxie Financial Wellness’s generosity. In addition, the funding has helped raise awareness around Illinois about how to reach economic empowerment through financial education. This increased awareness in turn forges new partnerships and creates sustainability.
As owner of Moxie Financial Wellness, Elizabeth Cruz sponsors initiatives that center around inclusivity, empathy, accessibility, and customized solutions. She demonstrates those values constantly through her professional interactions and community leadership.
