Aligned Wealth Group

10/28/2026

You don't need to have everything figured out before you start a financial planning conversation.

Maybe you're approaching retirement and wondering if you're on track.

Maybe your financial situation has changed.

Or maybe you simply want another perspective on the plan you've already built.

Sometimes the first step is just talking it through.

If there's something you've been wondering about, reach out to Aligned Wealth Group. We're happy to start with a conversation. https://www.alignedwealthgroup.com/schedule-a-meeting

10/27/2026

Nobody gets through life without a few plot twists.

A career change.

An unexpected expense.

A family change.

A market downturn.

Sometimes the best financial plan isn't the one that predicted exactly what would happen.

It's the one that gives you somewhere to go when it doesn't.

10/27/2026

We’re so excited to welcome Allie Teagarden to the Aligned Wealth Group team as our new Director of Engagement & Client Experience!

Come say hi on Friday, Nov. 6, anytime from 8–10 AM.
Coffee and light bites from Love Coffee are on us. ☕
📍 3621 Discovery Parkway, Suite 123

10/26/2026

Please join us in welcoming Allie Teagarden to Aligned Wealth Group!

Starting today, October 26, Allie joins our team as Director of Engagement & Client Experience, bringing a wealth of experience in relationship building, community engagement, and connecting people with the resources they need.

Allie has spent much of her career building relationships across Columbia’s business and nonprofit communities. A proud Kansas State University and University of Illinois alumna, she also founded That’s What She Said Columbia, an annual event that amplifies women’s voices and raises funds for charitable causes benefiting women.

She is also active in the community as a leader and volunteer, serving on the City of Columbia’s Human Services Commission, on the Ragtag Film Society Board of Directors, and through a variety of other civic causes and organizations.

Allie is married to her college sweetheart, Dr. Kale Monk. They have a six-year-old daughter and two rescue dogs who complete their family.

Her commitment to our community and her experience bringing people together make her a wonderful addition to the AWG team. We’re excited to have her on board and look forward to the relationships she’ll help us continue to build.

Welcome to Aligned Wealth Group, Allie!

10/22/2026

Financial planning isn't just about the big decisions.

It's also about having a framework for the little ones:

How much should you keep in cash?

Are you saving enough for the goals that matter to you?

Is your investment strategy still appropriate?

Do you have the right protection in place?

Small decisions add up. Having a plan can make them a whole lot easier to navigate.

Let's talk about how the little things stack up: https://www.alignedwealthgroup.com/schedule-a-meeting

10/21/2026

For a long time, the financial industry told a particular story about women and wealth: that it arrived through inheritance or marriage. New research from BlackRock tells a different one. When BlackRock surveyed affluent women and the...

financial planning for women, women and wealth, tax planning for self-employed women, family caregivers financial planning, financial advisor Columbia MO

10/20/2026

Financial planning covers a lot more than investments.

Retirement. Investments. Estate planning. Insurance. Taxes. Money. Lifestyle.

If you're looking for resources to help you think through your financial life, we've gathered them all in one place.

Visit the Aligned Wealth Group website to explore our Resource Center, including articles, videos, calculators, and more.

https://www.alignedwealthgroup.com/

10/19/2026

Sometimes financial planning feels like trying to solve a puzzle without having all the pieces.

Because you don't.

You don't know what the market will do next year. You don't know what expenses might come up. You don't know exactly how your priorities will change.

But you can still make thoughtful decisions with the information you have today.

And you can build a plan that evolves as life does.

10/18/2026

“This too shall pass” can be a comforting reminder when markets change.

But the bigger question is: what comes next?

The truth is, we don't know. That's why a strong financial plan doesn't depend on predicting the future. It considers multiple possibilities and helps you stay prepared for whatever comes next.

In this video, Ashli Eaves - Financial Advisor & Author shares her perspective on planning for uncertainty.

10/15/2026

You don't have to know exactly what the future holds to make a good financial plan.

In fact, you can't.

The goal isn't to predict the next market move, the next economic shift, or every unexpected event.

Really, it's to build a plan that can adapt when things don't go exactly as expected.

That's a very different approach from trying to get every decision "right."

If that feels overwhelming, we're here to help. It's why we do what we do!
Schedule a conversation with us: https://www.alignedwealthgroup.com/schedule-a-meeting