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 2020 - TVW - Talk Wisconsin
You know what's harder than saving up an emergency fund? Spending it.
Should you save and invest extra money, or use it to support the local economy? Both are great options, and it's important for you to choose what's right for you.
April 2020 - TVW - Talk Wisconsin
What is the best way for YOU to use the stimulus checks from the government?
What is the importance of an emergency fund?
What are some things to think about when getting started?
April 2020 - TVW - Talk Wisconsin
Try to take a step back and review your finances, without judgment, to determine what is important to you.
Remember that even in times of stress and unease, keeping a routine can help things feel a little more normal.
March 2020 - TVW - Wisconsin Women
What are the different ways a market can recover from a sharp drop?
What can provide hope in dark times in the economy?
Through technology, I can still be there for you, even when we can't be in the same room!
March 2020 - TVW - Talk Wisconsin
The roller coaster ride that was the stock market at the beginning of COVID-19.
The importance of an emergency fund, especially in a pandemic.
Financial planners play a variety of roles, and it's important to work with someone who takes the time to get to know YOU.
February 2020 - TVW - Dane Buy Local Coffee Fest
A change of pace from other media appearances, and a chance to hear what I sound like after a LOT of local coffee!
February 2020 - TVW - Talk Wisconsin
How is your adviser getting paid?
What types of investments are out there?
Are there hidden expenses you might not see within your investments?
February 2020 - TVW - Wisconsin Women
What areas are included in a financial plan?
How do plans with Evolution Financial differ from others?
A plan isn't "set it and forget it." Those ongoing conversations around life changes help you move forward!
January 2020 - TVW - Talk Wisconsin
How can you manage uncertainty in the stock market?
What types of investments are in a portfolio?
It's not just about investments...behavior and how you use your money matters.
January 2020 - TVW - Wisconsin Women
What are the things debt can take from you?
How does debt hold you back?
Let's talk about how you can get rid of that debt and become the person you have been striving to be!
December 2019 - TVW - Talk Wisconsin
What are some things you can review at the end of the year to improve your plan?
What are small changes you can do to change your financial life?
How much should you have in an emergency fund?
November 2019 - TVW - Wisconsin Women
What is comprehensive financial planning?
Is financial planning just about planning for retirement?
Location isn't an issue. I can work with you even if you live across the country!
November 2019 - TVW - Talk Wisconsin
The first step in a plan is getting to know each other. Both us getting to know each other, and you getting to know yourself!
What's my background? (I haven't done this my whole life...)
What goes into getting the CFP® certification?
October 2019 - TVW - Wisconsin Women
What gets in the way of your goals?
How do you keep those goals in mind, and what are you doing to get there?
Let's do a financial plan, and then continue to work together to move you toward you goals!
October 2019 - TVW - Talk Wisconsin
When getting rid of debt, should we always follow logic?
Is 65 a good retirement goal considering longer lifespans?
Financial planning isn't all about money. It's also about the human side. It's about you.
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.
September 5, 2019 - TVW - Wisconsin Women
What are the reasons someone might want a financial plan?
Let's talk about how relationships (both new and perhaps ended) can impact a plan.
You don't have to be in your 50's to get a plan!
August 2019 - TVW - Talk Wisconsin
What's happening in the stock market?
Why is having a financial plan important when determining investments?
Remember that you can only control what you can control.
July 2019 - TVW - Wisconsin Women
When is a good time to check in with your spending plan (budget)?
How can you reduce risk?
What are good activities you can do in the summer to review your financial plan?
July 2019 - TVW - Talk Wisconsin
What is a good way to approach budgeting?
What holds people back from getting a financial plan?
Let's have a conversation. No jargon. No judgment. No hard sales.
June 2019 - TVW - Wisconsin Women
Why is considering cash flow and lifestyle important in planning?
Can financial planning be done without investment management?
Let's look at your whole financial picture to move you forward!
June 2019 - TVW - Talk Wisconsin
What is in a financial plan?
What are the benefits of having an ongoing financial planner relationship?
What is included in ongoing financial planning?
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!
Be yourself!
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
Year-End Wrap-up
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
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.
November, 2017 - Northside News
