October 2020 – TVW – Wisconsin Women

Getting married comes with the added fun of figuring out what to do with your finances together.

If you’re starting together in your 20’s, 30’s or even later in life, you still need to talk about your views on money. Having a financial adviser can help you navigate those conversations.

September 2020 – TVW – Talk Wisconsin

Planning for retirement and other goals can be daunting, but life changes to get there don’t have to happen all at once.

Making small changes in your lifestyle, whether that’s spending or saving, can add up to big changes in the long run. Reach out to me and let’s work together to move you forward.

September 2020 – TVW – Talk Wisconsin: Wisconsin Women

September might be the new January, but it’s always a good time to give yourself a fresh start!

Take the time to check in with your spending plan to be sure it still fits your goals. Perhaps it’s time to reach out to a professional to help you move your financial strategies to that next level!

Sept. 26, 2019 – TVW – Wisconsin Women

What are your REAL goals in life?

When was the last time you really evaluated your spending and how it fits your values?

What about investments? How do those fit in with your plan and life?

September 2019 – TVW – Talk Wisconsin

What is the importance of an emergency fund, and how much should you have?

What else can be used as an emergency fund?

The best place to find money is to find a place not to spend it.