Dawn M. Moses
Dawn@sensibleandhourly.com | Phone: 231-384-5270
Dawn M. Moses is the founder and president of Sensible Financial Solutions, LLC, an hourly, as-needed financial planning and registered investment advisory firm.
Dawn has extensive experience in the banking, insurance, and investment industries, providing trusted, individual advice for over 13 years, and is a member of the Garrett Financial Planning network.
She specializes in providing sensible common sense recommendations to people from all walks of life - there are no income or net worth minimum requirements in order to become a client, nor are long-term contracts required.
Her passion is and always has been making a difference in the lives of others, whether through family, music, community service or professionally. When she is not analyzing a client’s financial situation or researching solutions, you will likely find her volunteering at the Kalkaska County Fair, the Kalkaska Conservation District or at her church Nursing Home ministry.
She and her husband, Tony, enjoy a marvelous, blended family of nine children and several grandchildren. Her hobbies include being an avid reader and pianist, volunteerism, and community development.
Our mission is to provide access to sensible, professional financial advice and analysis that not only strictly adheres to the fiduciary standard, but also seeks to leave each and every client in a better position financially than before their choice to meet and work with our firm. We strives for clarity surrounding any terms/costs/fees that may be associated with a recommendation with the belief that every client is entitled to absolute transparency in regards to their financial holdings, assets and services received. When a client chooses to work with us, they receive not only a financial advocate, but also an independent, unbiased alternative to commissioned planners and product salespersons.
Sensible Financial Solution, LLC, is a registered investment adviser offering advisory services in the State of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by this firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.[JC1]
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sensible Financial Solutions, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.