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.
May 2019 - TVW - Wisconsin Women
What's the scoop with robo-advisers?
What do you look for in an investment adviser?
Why find an investment adviser?
Cut through the jargon and find out what's really going on with your money.
May 2019 - TVW - Talk Wisconsin
Going through life transitions.
What are your expenses?
Getting through some of those pitfalls that come with transitions.
Remember to take a vacation!
April 2019 - TVW - Wisconsin Women
Taking control of your finances.
Stop "shoulding" on yourself! Let's help you move forward.
Getting you organized!
Let's move forward together, because life isn't a straight line.
April 2019 - TVW - Talk Wisconsin
New tax laws, new results.
What to do with that tax refund.
Taking advantage of a work retirement plan.
Are there things you can do with your investments to reduce your tax liability?
March 2019 - TVW - Wisconsin Women
Helping friends or family with finances.
How do you start the conversation?
What if they ask for a loan?
What if their needs are beyond your expertise?
March 2019 - TVW - Talk Wisconsin
Breaking some financial planning myths!
It's not an intimidating experience.
Your financial plan is a tool for YOU, not me.
Sometimes finances are best discussed with an outside party.
February 2019 - TVW - Wisconsin Women
Combining finances with your partner.
How do you get started?
Does everything have to be combined?
Remember to update beneficiaries, life insurance, wills, etc.
February 2019 - TVW - Talk Wisconsin
Why turn to a financial planner?
What to do if you feel behind.
Do you need a planner if you feel you're on track in reaching your goals?
How early should you get started?
January 2019 - TVW - Wisconsin Women
What is in a financial plan?
Do you need to have a lot of money invested to do a plan?
It's never too early to start!
Is a plan just running numbers? No! Let's talk about your goals!
January 2019 - WI57 - Talk of the Town
Increasing your savings in the new year!
Painless methods to increase savings.
Find the leaks in your budget and spending.
How do you bring in more money?
January 2019 - WI57 - Girl Talk
That Complicated Credit Score
What is a good credit score?
How to view your credit report, and how often to look.
How do you improve your credit score?
December, 2018 - WI57 - Talk of the Town
Learn from my first year in business.
Get out of your comfort zone!
What happens when the plan strays off course.
Always keep learning!
November, 2018 - WI57 - Girl Talk
Keeping your spending under control.
Controlling your emotions when the market starts going up and down.
Less-expensive alternatives for socializing.
Remember there are always trade-offs.
November, 2018 - WI57 - Talk of the Town
Ups and downs of the market
What to take care of at the end of the year
Year-end gift ideas
What to look forward to in the new year!
October, 2018 - WI57 - Girl Talk
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
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.
November, 2017 - Northside News