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Do you talk to your partner about finances regularly? Gabe and I got our Thrivent member magazine last night and one of the client stories was all about this. They also gave a list of these conversation starters. We talked through them while making dinner and I LOVED the question about if our spending was in line with our values as a couple. We even made some changes in our budget to realign with what's important to us. These conversations aren't always easy for couples. I challenge you to use this list to spark discussion with your partner this weekend. If you need a mediator to help get the ball rolling, let's set up a time to talk about how I help my clients have these fun and challenging conversations. Disclosures: thrivent.com/social

Do you talk to your partner about finances regularly? Gabe and I got our Thrivent member magazine last night and one of the client stories was all about this. They also gave a list of these conversation starters. We talked through them while making dinner and I LOVED the question about if our spending was in line with our values as a couple. We even made some changes in our budget to realign with what's important to us. These conversations aren't always easy for couples. I challenge you to use this list to spark discussion with your partner this weekend. If you need a mediator to help get the ball rolling, let's set up a time to talk about how I help my clients have these fun and challenging conversations. Disclosures: thrivent.com/social

You Graduated and Got the Job—Now What? 🎓💼 If you just walked across the stage this spring—congrats! Landing that first job is a huge milestone. But what are the next steps to becoming a financially independent adult? Here’s what I wish I had done sooner rather than later: ✅ Start an emergency fund—make it accessible, but not too accessible. Only tap into it for true emergencies. ✅ Understand your employee benefits (that 401(k) match? It’s literally free money!) ✅ Make a student loan repayment plan that works with your income and goals ✅ Start saving for long-term goals—even small, consistent contributions add up ✅ Watch out for lifestyle creep (just because you can spend more doesn’t mean you should) Your 20s are the perfect time to lay the groundwork for financial freedom. You don’t need to have it all figured out—but a little strategy now can make a big difference later. Need help getting started? Let’s talk—your future self will thank you. Disclosures: thrivent.com/social
You Graduated and Got the Job—Now What? 🎓💼 If you just walked across the stage this spring—congrats! Landing that first job is a huge milestone. But what are the next steps to becoming a financially independent adult? Here’s what I wish I had done sooner rather than later: ✅ Start an emergency fund—make it accessible, but not too accessible. Only tap into it for true emergencies. ✅ Understand your employee benefits (that 401(k) match? It’s literally free money!) ✅ Make a student loan repayment plan that works with your income and goals ✅ Start saving for long-term goals—even small, consistent contributions add up ✅ Watch out for lifestyle creep (just because you can spend more doesn’t mean you should) Your 20s are the perfect time to lay the groundwork for financial freedom. You don’t need to have it all figured out—but a little strategy now can make a big difference later. Need help getting started? Let’s talk—your future self will thank you. Disclosures: thrivent.com/social


💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding


💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding


Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose

Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose