06/02/2026
Consistency is often the tell-tale sign that someone has found their lane...the thing they were born to do and be about.
A decade ago, Shari Moxley, CFP, Author walked onto the stage at Opryland Hotel in Nashville and said this:
"Beyond our financial conversations, do clients think we help them enough with daily challenges… or really mitigate their true fears…or accomplish their deepest desires? Aging. Caring for parents. Their children’s ability to handle money. Strained family relations. Burning out in their jobs. That vacation they refuse to take. That hospital in Africa they’d really like to build. The business they’d like to fund. How they’d like to “make a difference”. The legacy today they’d like to start living but don’t feel they can. A different, more holistic conversation would begin the process to address their true and total needs, from their point of view, not ours…and go beyond writing a check."
Ten years later, Shari is still opening doors for people to begin living their legacy now. She feels so strongly about it that she wrote a book for the information to be accessible to everyone - not just clients. That's CHANGE IN MY POCKET, which released from Rebeca Books this year.
To see the entire presentation from Shari, visit https://www.youtube.com/watch?v=jafQM7xsEVw
To learn more about her book, go to enjoythestories.com.
