Money Matters Tax 
& Financial Services
Money Matters Tax 
& Financial Services
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    • Home
    • Tax Planning
    • Financial Planning
    • Why We're Different
    • Contact Us

  • Home
  • Tax Planning
  • Financial Planning
  • Why We're Different
  • Contact Us

Money Sleep Score™ Result: Sleeping Soundly

What This Means

You have a strong foundation. While nobody's financial life is completely free of uncertainty, you generally feel organized, informed, and in  control of your financial decisions.


You likely:

  • Have a good understanding of where your money is going.
  • Feel reasonably confident about retirement.
  • Have a plan for handling unexpected expenses.
  • Rarely experience significant financial stress.
  • Feel comfortable discussing money with your spouse or family.


That  doesn't mean there aren't opportunities to improve. It means you've  moved beyond financial survival and into financial stewardship.

What Might Be Missing

People in this range often have blind spots they don't realize exist:

  • Outdated beneficiary designations
  • Tax planning opportunities
  • Estate planning gaps
  • Retirement income strategies
  • Long-term care planning

Suggested Next Step

Schedule an Annual Financial Checkup

Think  of this like an annual physical for your finances. You're probably doing well, but a periodic review helps ensure small issues don't become bigger concerns later.

Recommended Service

Peace-of-Mind Annual Plan™

Find out more

Final Thoughts

Your Money Sleep Score isn't about how much money you have. It's about how  much confidence and clarity you have about your financial life.


The good news is that clarity can be improved at any stage of life. Whether you're sleeping soundly or lying awake at night, the next step is simply understanding where you are and what comes next.

Let's Build Your Clarity Map →

Copyright © 2026   

Investment Advisory Services offered through LexAurum Advisors, LLC, an SEC-registered investment advisor.  Kyle Harsha conducts his advisory business under the “Harsha Advisory Group” and his tax services business under “Money Matters Tax & Financial Services.”  LexAurum Advisors, LLC is not an affiliated company with Harsha Advisory Group or with Money Matters Tax & Financial Services. 


Office: 14903 N 169 Highway, Suite 500, Smithville, MO 64089 (Directly behind Pizza Shoppe)

Phone: 816-532-2424


Office Hours: T-TH 10-4

Fri and Sat by appointment, 

Closed Sun/Mon


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