Financial Planning Strategies for Women to Consider Over Five Life Phases
Brooke Boone Kelly, CFP®, MACC Wealth Management Advisor, Partner | Andrea Taylor, CPA, MSA Wealth Management Advisor | Thursday, April 11, 2024
In our 30-year firm history and experience working with clients, every person has unique planning opportunities to explore and consider throughout their lifespan. As a female-founded and majority owned firm, women have organically become a growing client group we service. In this blog post, we outline various investment and financial planning opportunities for women to […]
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Finding a Balance: The Journey of a Business Owner
Brent Armstrong, CFP® Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Wednesday, March 13, 2024
Many of Weatherly’s clients have generated their wealth through starting and growing businesses. Whether serial entrepreneurs or strategic purchasers of existing companies, there are few things more rewarding than seeing a company flourish under your stewardship. Planning for one’s own financial success often brings its own level of challenges; however, business owners must balance both […]
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Mastering Mid-Life Financial Strategies: A Guide for Gen X
Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, ChFC® | Wednesday, February 14, 2024
Members of Generation X, particularly those who are business executives or owners, face several challenges in today’s world. They often find themselves caught between the demands of growing their business, raising their children, caring for their aging parents, and preparing for their own retirement. In this blog post, we focus on those in their 40s […]
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The Keys to our Key Financial Data Sheet
Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, January 25, 2024
By now, we have all likely heard several New Year’s Resolution enthusiasts say, “New Year, New Me!” Per Forbes, one of the most popular 2024 New Year resolutions is improving finances. Since we certainly don’t want to see this resolution drop off, we are sharing our updated 2024 Key Financial Data Sheet to assist you in your financial goals today and all year long.
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New Year, New You: WAM’s Financial Planning Checklist
Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Kelli Burger, CFP® Wealth Management Advisor, Partner | Wednesday, December 20, 2023
As we entered 2023, economic uncertainties and raising concerns about market volatility extended into the New Year. However, as the year progressed, markets rebounded, and earnings reports showed strength and resilience quarter over quarter. While Weatherly cannot control the economy, markets, or future tax environments, we can focus on helping our clients build well-structured plans […]
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