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Many families accumulate significant wealth through employer stock, RSUs, or stock options. But choosing to diversify isn’t a lack of confidence—it’s how we keep one company from controlling your entire financial future. Let's get creative with charitable stock gifting and other strategies! #StockOptions #RSUPlanning #WealthManagement #RichmondBusiness See thrivent.com/social for important disclosures.
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Every Great Exit Starts with the Opening Move ♟️ Most business owners spend years growing their company... But few spend time preparing for their eventual transition. In chess, you don't win by thinking only about your next move. You win by thinking about your endgame. Business owners: Have you ever mapped out your exit strategy?📈💭 #BusinessChessMoves #ExitPlanning #BusinessOwner #CEPA #RichmondBusiness See thrivent.com/social for important disclosures.
"The earth is the Lord's, and everything in it." – Psalm 24:1 Everything we have is entrusted to us for a season. How are you using your blessings today? 🙏❤️ #FaithAndFinances #Stewardship
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"You have purpose no matter what season you're in." Whether you're building a career, raising a family, preparing for retirement, caring for loved ones, or navigating a major transition, your season may change—but your purpose doesn't disappear. Recently, I worked with a family who discovered more than $250,000 sitting in old retirement accounts that hadn't been reviewed in years. The most valuable part wasn't the money—it was the confidence that came from putting that money to work, and finally having a plan and a purpose." If you're entering a new chapter and would value a planning partner, I'd be honored to help. See thrivent.com/social for important disclosures.
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♟️🚪💡 Have you thought about these "what if" scenarios? Especially a sickness or injury, which is often out of your control? What is your contingency? Let's plan ahead of time, while you are healthy and thinking clearly! #BusinessChessMoves #ExitPlanning #BusinessOwner #CEPA #RichmondBusiness See thrivent.com/social for important disclosures.
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The real goal may be: ✅ More choices ✅ More freedom ✅ More family time ✅ More generosity Money is simply the tool. ❤️🙏🙌 Which one matters most to you? Mine are definitely FREEDOM and FAMILY TIME! #FinancialFreedom #LifePlanning #FaithAndFinances #RetirementGoals See thrivent.com/social for important disclosures.
"The wise man built his house upon the rock." – Matthew 7:24 The strongest financial plans begin with the right foundation. Faith. Family. Purpose. 🏡🙏 #FaithBasedPlanning #WiseStewardship
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"We grow farther when we grow alongside others." Everyone, this is Katie Cavanaugh, and she will be traveling to Richmond in February to present some important retirement workshops. I admire her and can't wait to bring her amazing gifts to the east coast! I'm grateful for the opportunity to connect with women who are passionate about serving others and making a positive impact in their communities. We truly are better together. #WomenSupportingWomen #ProfessionalGrowth #Community See thrivent.com/social for important disclosures.
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Your financial decisions tell the story of what matters most. Faith. Family. Generosity. Legacy. Do your investments support those priorities? 🙏❤️📈 #ValuesBasedPlanning #FaithDrivenLife #WealthWithPurpose #FinancialPlanning See thrivent.com/social for important disclosures.
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The NAWBO Richmond Women Empowerment Business Expo & Summit is happening September 10-11 at The Workshop by T&D. Thursday (4-7pm): The Expo, an evening to shop and connect with women-owned businesses across the region. Free and open to the public. Come to network and leave with a resource you've been looking for within our local women's business network. Friday (8:30am-4pm): The Summit, a full day of sessions on Advocacy, Visibility, and Sustainability, with breakfast and lunch included. Because I'm speaking at the event, I would love to see you there! Here is a special discount of $50 off registration using the code FUTUREREADY at checkout. Don't miss these two incredible days of connection and leveling up. Learn more, see the full schedule, and register at nawborichmond.org or on Eventbrite. See thrivent.com/social for important disclosures.
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"When you have an advisor, and when you've been exposed to biblical generosity, your confidence changes." The Women's Advisor Conference in July reinforced something I've believed for a long time: Money is about more than accumulation. It's also about stewardship, generosity, impact, family, and legacy. When people understand how their resources can support what matters most, they often gain a greater sense of confidence and purpose. See thrivent.com/social for important disclosures.
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Are You Playing Checkers or Chess? ♟️ Many business owners focus only on today's challenges. Exceptional owners are thinking: ✅ Business value ✅ Tax efficiency ✅ Succession ✅ Legacy That's chess, not checkers. Be strategic! Partnering with a CEPA can be a great advantage. #BusinessChessMoves #ExitPlanning #BusinessOwner #CEPA #RichmondBusiness See thrivent.com/social for important disclosures.
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Your greatest asset might actually be TIME! ⏳💡📈 The earlier you plan, the more options you create. What is one financial decision you wish you had done at age 30? #FinancialConfidence #RetirementReadiness #LongTermPlanning #RichmondVA See thrivent.com/social for important disclosures.
"It is more blessed to give than to receive." – Acts 20:35 Some of the most fulfilled clients I know are intentional givers. I love conversations about generosity and legacy with them! ❤️🙌 #GenerousLiving #FaithAndFinances
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"When you do say no to some things, you can say yes to all the right things." The most confident people I know aren't trying to do everything. They're intentional about doing the right things. What financial priority has been on your mind lately? You don’t have to feel overwhelmed and manage everything yourself. I'd welcome the conversation to help you. See thrivent.com/social for important disclosures.
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Let's talk about that risk mitigation before it happens to you. This creates your value and makes your business more attractive. Exit planning is present tense! ♟️⚠️🏆 #BusinessChessMoves #ExitPlanning #BusinessOwner #CEPA #RichmondBusiness See thrivent.com/social for important disclosures.
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A common challenge among successful professionals: too much wealth tied to one company. A lot of RSUs, Stock Options, and Employee Stock Purchase Plan funds all in one company can be noteworthy exposure. The risk is that a substantial portion of your retirement income, net worth, and future estate value are tied to a single company. Diversification isn't exciting. But it can be incredibly valuable. 📊⚖️💭 How much of your financial future depends on one company's performance? #RSUPlanning #StockOptions #RiskManagement #WealthStrategy See thrivent.com/social for important disclosures.
"The plans of the diligent lead surely to abundance..." – Proverbs 21:5 Faith and planning are not opposites. Wise planning creates opportunities for generosity, family, and legacy. 📖📊 #FaithBasedPlanning #WisdomWednesday
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"Only you can live your purpose." You were knit together in your mother’s womb, and your purpose was created there as well. One of the things I enjoy most about financial planning is helping people create a strategy that reflects their unique goals—not someone else's expectations. And then, there’s also the immense joy I get from working with these other Thrivent gems! Shoutout to Molly Bruce and Sofia Hernandez! See thrivent.com/social for important disclosures.
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For many owners, the business depends on them for EVERYTHING. If you disappeared for 90 days, would operations continue? A valuable company isn't built around one piece. Every Piece Has a Purpose! ♟️👥💼 #BusinessChessMoves #ExitPlanning #BusinessOwner #CEPA #RichmondBusiness See thrivent.com/social for important disclosures.