Our Process

We do more than build financial plans, we construct Financial Life Plans. They keyword is “life.” If your financial roadmap doesn’t reflect you, your tendencies, and your life, how can it be effective?

Our Process uses three steps to develop a Financial Life Plan that helps you make better financial decisions. First, we clarify your goals and uncover tendencies that might get in the way. Next, we empower you to meet your goals. Lastly, we partner with you on your journey.


Team Duncan brings clarity and purpose to your Financial Life Plan. Together, through our Discovery Experience, we’ll explore:

  • Your values and life goals and whether or not the two are aligned
  • How your internal money script and personal biases impact your financial decision making
  • Your core desired feeling
  • What your version of end-goal satisfaction looks and feels like


After reaching clarity on your goals, you can take empowered action. Empowered action means behaving in a way that creates your core desired feeling. When you achieve your core desired feeling, you know you’re reaching your goal.

The empowerment step keeps you grounded and aligned when making financial decisions by training your attention on always progressing towards your core desired feeling. This singular focus will keep financial planning from feeling nebulous and detached from your current state and life situations and help you achieve more satisfaction along the journey so that you don’t have to wait for happiness to come along in the distant future… someday… when you are retired.


When your Financial Life Plan is monitored and facilitated by a trusted partner, your chance for success increases significantly. We are available to you when and where you need us, adding confidence to your journey. As a partner, we’re there to discuss ideas, help you crunch numbers, investigate options, and offer you tools to expand your freedom, joy, and prosperity, as defined by you.

Moloney Securities Co., Inc. is a Registered Broker-Dealer and Member FINRA & SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Team Duncan Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The information contained in this website is not a complete analysis of every material fact with respect to any market, company, industry, security or investment. Opinions expressed are subject to change without notice. Statements of fact have been obtained from sources considered reliable but no representation is made by Moloney Securities Co., Inc., any of its affiliates or any representative of the company as to completeness or accuracy.

Nothing here should be construed as an offer to buy or sell, or solicitation of an offer to buy or sell any securities.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, CT, FL, IN, KS, MD, MA, MO, NM, OR, PA, TX, VT and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.

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