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Financial Fitness Friday!! Today’s tip: Invest wisely! There are so many options when it comes to investing, but the key component is education. Always know and understand the investments you are making! If you’re not sure about a company, portfolio or stock, ask your financial professional and they should happily educate you. The most rewarding part of my job is the education aspect! I love helping people of all ages understand how and when to invest, seeing their excitement as they realize the impact their investment tools can have on their financial future. If you’d like to schedule a one-on-one to review your investments or have any questions, feel free to reach out! See thrivent.com/social for important disclosures.

Financial Fitness Friday!! Today’s tip: Invest wisely! There are so many options when it comes to investing, but the key component is education. Always know and understand the investments you are making! If you’re not sure about a company, portfolio or stock, ask your financial professional and they should happily educate you. The most rewarding part of my job is the education aspect! I love helping people of all ages understand how and when to invest, seeing their excitement as they realize the impact their investment tools can have on their financial future. If you’d like to schedule a one-on-one to review your investments or have any questions, feel free to reach out! See thrivent.com/social for important disclosures.


Financial Fitness Friday!! Today’s tip: Be sure to have MEANINGFUL insurance in place for yourself. If something were to happen to you, do you have a plan in place that will support your family in the event that you may not be here to do so? So many wait for “mid” or “late life” to determine this, when the sad truth is that some of us don’t have that opportunity. I’m happy to sit down with you to make sure your family will be taken care of, and I will work with any budget to help you achieve your goals. The ones you love will thank you for having a plan in place, and you will be amazed at the sense of reassurance it will bring you! 🥰🙏🏼 If requested, a licensed insurance agent/producer may contact you. See Thrivent.com/social for important disclosures

Financial Fitness Friday!! Today’s tip: Be sure to have MEANINGFUL insurance in place for yourself. If something were to happen to you, do you have a plan in place that will support your family in the event that you may not be here to do so? So many wait for “mid” or “late life” to determine this, when the sad truth is that some of us don’t have that opportunity. I’m happy to sit down with you to make sure your family will be taken care of, and I will work with any budget to help you achieve your goals. The ones you love will thank you for having a plan in place, and you will be amazed at the sense of reassurance it will bring you! 🥰🙏🏼 If requested, a licensed insurance agent/producer may contact you. See Thrivent.com/social for important disclosures


Financial Fitness Friday!! Today’s tip: Learn how to budget!! This is one of the biggest obstacles to overcome when you are working on your own personal journey to financial fitness. It seems simple, but can be overwhelming. Guess what?? I’m here to help! Our firm has a FREE service called Money Canvas, that will set up 3 one hour zooms (virtual meetings) with a certified professional that will work one on one with you to develop a budget, uncover unnecessary spending and put you on the path to success! Give it a try today by messaging me to set up your own personalized meetings! 🥰 See thrivent.com/social for important disclosures.

Financial Fitness Friday!! Today’s tip: Learn how to budget!! This is one of the biggest obstacles to overcome when you are working on your own personal journey to financial fitness. It seems simple, but can be overwhelming. Guess what?? I’m here to help! Our firm has a FREE service called Money Canvas, that will set up 3 one hour zooms (virtual meetings) with a certified professional that will work one on one with you to develop a budget, uncover unnecessary spending and put you on the path to success! Give it a try today by messaging me to set up your own personalized meetings! 🥰 See thrivent.com/social for important disclosures.


Financial Fitness Friday!! Today’s tip: This is a simple one but so many do not take advantage of it. If you have not yet, open a Roth IRA and invest! A Roth grows tax-free and is a huge asset to your portfolio. Reminder that spouses who stay home are also eligible to open their own Roth, as long as they meet the income requirements. Touch base with me to open one for yourself, or for a child who is earning income. I can also assist with rolling over an existing 401k! See thrivent.com/social for important disclosures. There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from a tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan.

Financial Fitness Friday!! Today’s tip: This is a simple one but so many do not take advantage of it. If you have not yet, open a Roth IRA and invest! A Roth grows tax-free and is a huge asset to your portfolio. Reminder that spouses who stay home are also eligible to open their own Roth, as long as they meet the income requirements. Touch base with me to open one for yourself, or for a child who is earning income. I can also assist with rolling over an existing 401k! See thrivent.com/social for important disclosures. There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from a tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan.


Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.

Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.


What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.