Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help. spr.ly/6013Tjd8c

You could spend a third of your life in retirement. That means doing whatever you want for a whole lot longer. But it also means you’ll need a financial plan designed for all the years ahead. Reach out and let’s make sure your plan is built to get you there.

Before starting the rest of your lives together, it’s important to talk about key financial details. Getting ready for your next chapter? Reach out and let’s make sure you’re both on the same page financially.

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here spr.ly/6013pk9hH

Here is our look at winners and losers from the past year and why diversification is a key strategy in dealing with the unexpected. spr.ly/6010pki2s

Tax law tends to change each year, so staying up to date can give you a real advantage. Reach out and let's talk about how tax-efficient planning is a key part of a good financial plan. Until then, check out the latest rates, deductions, and credits here: spr.ly/6017pkiGf

⏰ Eleven key tax changes are scheduled for the end of 2025. Let’s navigate the changes coming and stay on track to meet your financial and life goals together. #TaxChanges2025 #TCJASunset spr.ly/6011VvTs1

If you want to get started with investing, or you are helping the next generation of investors, we’re here to help. spr.ly/6017VvpDT

There are many ways to spend a bonus. Do you have a plan for yours? Reach out to me and let’s talk!

Our research shows the wealthy stay prepared by having a good plan—one that accounts for the unexpected. Does your plan have you ready for the next surprise? Check out the article to see how you can navigate financial uncertainty: spr.ly/6019Xdlez

Social Security will be an important benefit. But to live the way you want when you retire, you’ll most likely need additional income options. Having a retirement plan that includes multiple income strategies will help. Let’s start building yours today.

Did you know today’s historically high lifetime estate and gift tax exemptions are scheduled to be cut in half at the end of 2025? Start preparing with our guide, then reach out and let’s make a plan to protect your legacy. spr.ly/6014XdWPr

When it comes to taxes, different retirement accounts work in different ways. If you know what you’re doing, you can use this to your advantage. spr.ly/6018XdWfr

Life Insurance shouldn’t be an afterthought. DM me and we’ll get a plan together to help secure the future of the people who depend on you.

Raising a child costs more than your time and energy. There’s money involved too. I can help you create a financial plan that helps you budget for all your childcare needs. DM me to get started.

A good financial plan accounts for changes that come your way—including changes in the market. Here’s why you may want to stick to the plan, even when the market changes. spr.ly/6018k8vCo

A financial advisor can help with any financial task on your to do list—from deciding how much to contribute to your 401(k) to getting ready to file your taxes. spr.ly/6013k8aVW

You’ve worked hard to set up your family’s financial success. Now it’s time to plan for future generations. Legacy planning can seem complex, but ultimately it will be fulfilling.

You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money.

A diversified portfolio is a great way to manage your risk and safeguard against market changes. Reach out if you’d like help with your investing strategy. spr.ly/6015kmS9W