Find Me in the Digital/Print World

I'm proud to have been featured in a number of local media outlets. I look forward to seeing you in the digital world, in print, or right here in my office.

October, 2018 - WI57 - Girl Talk

Financial Fitness!

The importance of forming good financial habits.

Taking care of your whole financial picture.

You are in control! Let's get started!

October, 2018 - WI57 - Talk of the Town

The importance of having a team.

How a plan helps you handle emotions.

Who needs a financial plan?

We all need our team!

September, 2018 - WI57 - Girl Talk

Why that report from your bank doesn't count as your spending plan.

How do you get started with investing?

Where does debt fit in?

What types of accounts are available?

September, 2018 - WI57 - Talk of the Town

Protecting yourself from emergencies.

The importance of an emergency fund.

Review your credit report and your insurance coverage.

Review your estate plan!

August, 2018 - WI57 - Girl Talk

The Financial Planning Process

What is in a financial plan outside of a plan for retirement?

How does a plan help beyond the numbers?

Finding balance through a plan!

August, 2018 - WI57 - Talk of the Town

Checking in after summer.

How often should you rebalance your accounts?

Check in with your credit report.

Review your financial plan!

July, 2018 - WI57 - Girl Talk

Saving for retirement

How much are people saving for their future?

How much should we save?

It's not too late, and never too early!

July, 2018 - WI57 - Talk of the Town

Reactions to financial planning

Can doing a financial plan change your life?

Finding motivation through planning

Daily/weekly tweaks can add up!

June, 2018 - WI57 - Wisconsin Family

Financial Planning for Growing Families

How do you prioritize your spending?

Teaching your child about spending/saving

Often forgotten financial planning topics

June, 2018 - WI57 - Girl Talk

Is financial planning the same as asset management?

Do you need a lot of money to benefit from planning?

Are there non-financial benefits to financial planning?

June, 2018 - WI57 - Talk of the Town

What services do I provide?

What is in a financial plan, and what happens after I've gone through the planning process?

What makes Evolution Financial different?

Who would benefit from financial planning?

May, 2018 - WI57 - Girl Talk

What is financial independence?

What is the first step in starting to plan?

What holds people back from starting?

May, 2018 - WI57 - Talk of the Town

Can someone younger benefit from financial planning?

What are some obstacles to saving?

Is it too late to start saving in my 40's or 50's?

How does financial planning benefit someone who's retired?

May, 2018 - WI57 - Real Estate News

Should you rent or buy a house?

When should you get pre-approved for a loan?

How do you know what you can afford?

Who do you need on your home buying team?

April, 2018 - WI57 - Girl Talk

When to Hire a Financial Planner

Why pay a person when you can get a Robo?

Do you need to be near retirement to get an adviser?

What about when emotions get in the way?

April, 2018 - WI57 - Talk of the Town

Financial Sustainability

How do you become financially sustainable?

Where should you be spending your money?

How fast can sustainability happen?

March, 2018 - WI57 - Girl Talk


What's the first thing people ask me?

How to find someone you can trust.

How to survive a volatile market.

What about market timing?

March, 2018 - WI57 - Talk of the Town


What holds people back from seeking a financial adviser?

Is a volatile market a good time to invest or seek help?

Resources to find an adviser.

February, 2018 - WI57 - Girl Talk


"Can't I just 'Google' it?"

Do all financial advisers do financial planning?

What surprises people about financial planning?

February, 2018 - WI57 - Talk of the Town


What makes Evolution Financial different?

What do we do when the market gets "crazy"?

Do people need to live local to Evolution Financial to work with me?

January, 2018 - WI57 - Girl Talk


How to start your year off right.

What services are offered?

What does ongoing financial planning involve?

December, 2017 - WI57 - Talk of the Town


Why I started Evolution Financial

What is a Fiduciary?

What types of clients I work with.