Meet Our Team
Explore our licensed agents' bios and schedule a meeting through their personal calendars.
Your Dream Team at Happy Financial Solutions
At Happy Financial Solutions, we believe that financial planning should feel personal, empowering, and—yes—even joyful. Our team is a group of passionate, licensed professionals who genuinely care about your future. From tax-free retirement planning to protecting your home and everything in between, we're here to walk with you every step of the way. Get to know the experts who make it happen!
MONICA HACHEY
Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”
Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work.
Specialties:
Tax-Free Retirement Income
Life Insurance with Living Benefits
Real Estate & Investment Strategy
Book with Monica: [Insert Calendly or booking link]
Email: monica@happyfinancialsolutions.com
✨ Fun Fact: Once made 150 cupcakes in one day... for fun.
MONICA HACHEY
Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”
Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work.
Specialties:
Tax-Free Retirement Income
Life Insurance with Living Benefits
Real Estate & Investment Strategy
Book with Monica: [Insert Calendly or booking link]
Email: monica@happyfinancialsolutions.com
✨ Fun Fact: Once made 150 cupcakes in one day... for fun.
MONICA HACHEY
Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”
Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work.
Specialties:
Tax-Free Retirement Income
Life Insurance with Living Benefits
Real Estate & Investment Strategy
Book with Monica: [Insert Calendly or booking link]
Email: monica@happyfinancialsolutions.com
✨ Fun Fact: Once made 150 cupcakes in one day... for fun.
MONICA HACHEY
Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”
Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work.
Specialties:
Tax-Free Retirement Income
Life Insurance with Living Benefits
Real Estate & Investment Strategy
Book with Monica: [Insert Calendly or booking link]
Email: monica@happyfinancialsolutions.com
✨ Fun Fact: Once made 150 cupcakes in one day... for fun.
MONICA HACHEY
Founder & Financial Strategist
📍 Houston, TX
“Straight talk. Smart planning. No financial fluff.”
Monica specializes in helping clients build wealth and protect their future using tax-free strategies, IULs, and principal protection products. She’s passionate about empowering families, entrepreneurs, and individuals with no-fluff financial education and solutions that work
Book with Monica HERE
Email: monica@happyfinancialsolutions.com
✨ Fun Fact: Once made 150 cupcakes in one day... for fun.
Let's talk
info@happyfinancialsolutions.com
Business Hours
Monday - Friday: 10:00 am - 8:00 pm
Saturday: 10:00 am - 3:00 pm
Sunday: Closed