Change has a way of slipping into our lives—sometimes quietly, sometimes with a force that shakes everything we know. Whether it’s the loss of a parent or spouse, the end of a marriage, a major health challenge, a career shift, an empty nest, or retirement, these transitions can alter the landscape of daily life in an instant. But while Change can be disruptive, it can also be a doorway—one that leads to clarity, strength, and a renewed sense of purpose.
Change in My Pocket is an insider’s guide for handling your life both during and after Change enters the picture. Drawing from decades of experience, Shari Moxley helps readers understand that Change doesn’t have to derail your life. It can become a tool for transformation. With a holistic approach to wealth management, she helps clients understand how their financial resources can be managed through changing circumstances and how their broader life goals can continue to move forward with clarity and confidence.
For many people, Change shows up as uncertainty—questions about money, family, future plans, or personal identity. What Change in My Pocket teaches is that the uncertainty is normal, but being unprepared doesn’t have to be.
Shari guides readers through practical lessons on how to face, address, and move through Change with intention. By recognizing what is within your control, understanding what Change is trying to tell you, and making thoughtful choices in response, you can shift from reacting to leading your life forward.
Readers will learn how to:
Through this process, Change becomes less of an upheaval and more of a catalyst—something that evolves into a solution instead of a setback.
Shari Moxley, CFP®, CEO and Founder of Investor’s Resource, has spent over 35 years helping individuals and families navigate financial and emotional turning points. Her work centers on “the millionaire next door”—hard-working, thoughtful people who want to protect what they’ve built while shaping the next chapter of their lives.
Her experience in tax, estate, and generational planning, and her leadership has earned national recognition, including the 2025 Forbes Top Women in Wealth Management and 2025 Forbes Best in State Advisors awards.
But beyond her credentials, Shari brings empathy, insight, and a deep understanding of human nature. She has supported many clients through life’s most challenging seasons, offering guidance to help them navigate change with clarity. Change in My Pocket reflects that experience in a way that is accessible and reassuring.
Change will always be part of life. What matters most is how we meet it. With thoughtful guidance, honest reflection, and intentional planning, Change can guide you toward new paths, healthier decisions, and greater financial peace.
Whether you are in the middle of a transition or preparing for one in the future, Change in My Pocket offers a roadmap for navigating the unknown and emerging stronger on the other side.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory Services offered by Investment Advisory Representatives of RFG Advisory, LLC., a registered investment advisor. Private Client Services, Investor’s Resource and RFG Advisory are unaffiliated entities.
This Rating is provided on 9/30/24, by Forbes LLC. It covers the period of 9/30/23-9/30/24. There was no compensation exchanged in consideration for this rating. For more information, please Forbes 2025 Best-In-State Wealth Advisors List and Forbes 2025 Top Women Wealth Advisors Best-In-State List