Helping everyday people like you take flight.
Building brighter financial futures in Kansas City. Join our growing community of hard working individuals, just like you, that save and invest with Nest Financial.
MISSION
To simplify the complexity of investing and provide financial solutions to help build and protect your nest egg.
Nest Financial is a reference to a protective structure around the new investor who is learning to fly.
Many of the clients we serve have “new money.” They haven’t built significant wealth yet because they may not understand investments, their 401K plans, or retirement planning. Often, that’s because their parents had little financial knowledge to pass on to the next generation.
“Our goal is to interrupt that cycle for the people who are ready, willing, and eager to take their life to the next level. We are an advocate for them and live our mission, which is to simplify the intricacy of investments with financial solutions available to all.”
Josh Morales, Founder & Financial Advisor
OUR DIFFERENCE
Nest Financial is no ordinary financial advisory firm, and we’re excited to illustrate how we will put our differences to work for you.
We work for the everyday person
We represent the 99 percent.
We educate to provide peace and clarity
How to build and protect wealth shouldn’t be a secret.
We understand that money is a mindset
We help retirement plans understand people make different choices.
OUR PROCESS
We work with you to develop a customized plan for achieving your goals.
Table Talk
We get to know each other and discuss your financial goals, as well as our abilities.
Discovery Discussion
More in-depth discussions and review of any financial documents you have.
Presentation & Education
You see it in writing – a plan for how we will save, invest and utilize your money to grow wealth.
Implementation & Integration
We put the plan in place and make it work for you.
Maintain & Manage
Life happens. We visit regularly to make sure your financial plan meets your changing needs.
Table Talk
We get to know each other and discuss your financial goals and our abilities.
Discovery Discussion
More in-depth discussions and review of any financial documents you have.
Presentation & Education
You see it in writing – a plan for how we will save, invest and utilize your money to grow wealth.
Implementation & Integration
We put the plan in place and make it work for you.
Maintain & Manage
Life happens. We visit regularly to make sure your financial plan meets your changing needs.
OFFERING REAL-LIFE SOLUTIONS FOR REAL-WORLD PEOPLE.