Tonn Financial Planning

07/24/2024

🗺️ I use vision boards in my financial planning process through a framework called the Next 10 Timeline, where we focus on mapping out the next 10 years of a client's life.

👀 While we keep an eye on long-term goals like retirement and college funding, it is more tangible and motivating for clients to zero in on short-term and intermediate milestones first.

So much can change from year to year! By concentrating on the next decade, clients can stay engaged and make consistent progress toward their ultimate objectives.

https://buff.ly/45U1F0z

-

07/19/2024

Traditionally dominated by men, only 20-25% of financial advisors are women. But this is changing. Women are bringing fresh perspectives and unique strengths to the industry.

Female advisors excel not only in numbers but also in connecting with clients on a personal level, making a huge difference in reaching financial goals.

🌟 Read more on our blog! Link in bio.

07/17/2024

Let's review your income and expenses to uncover where your money goes each month. 🗓️

We’ll explore Passion Spending, which prioritizes spending on what you love, and Bucket Saving, which helps organize your savings to meet your goals. Enjoy life today while securing your financial future! 🌟

-

07/10/2024

Ever feel like the stock market is a wild ride? 🎢 Fear not! Index funds are here to smooth out the bumps and turns!

🔹 What are Index Funds? They're like a basket of goodies, containing a little bit of everything from the market. No need to pick and choose – you get a slice of the whole pie!

🔹 Why Love Them?
Low Fees: More money stays in your pocket! 💸
Diversification: Spread your risk across many stocks. 📊
Consistency: Track the market's performance with ease. 📈

So sit back, relax, and enjoy the ride with index funds!

-

07/08/2024

💍 We've all had those moments when we dream of owning designer clothes, a vacation home, or the latest luxury items. These desires often symbolize a lifestyle that seems out of reach, especially when we're dedicated to managing our finances responsibly and aiming for retirement.

🤫 But here's a secret: the essence of these dreams can be captured without breaking the bank. Let's dive into how you can uncover the true desires behind these luxuries and find affordable alternatives.

🔗 Link in bio

_

07/03/2024

📈 Exchange-Traded Funds (ETFs) are a fantastic way to start investing. They offer a simple and effective way to diversify your portfolio by spreading your investments across a wide range of assets. With lower fees and the flexibility to trade like stocks, ETFs make it easy for anyone to get started.

🤓 You don't need to be a financial guru to invest in ETFs – they’re designed to be accessible for everyone! Whether you’re just starting your investment journey or looking to diversify, ETFs are a smart choice.

buff.ly/3UNh9zv

-

05/29/2024

🌟 Here's a little secret: It's NEVER too late to kickstart your retirement savings journey! Whether you're in your 30s, 40s, or beyond, the future is yours to shape! 🌈

🐣 Embrace the power of compound interest, make smart investment choices, and watch your nest egg grow!

buff.ly/3UNh9zv

05/22/2024

As more women become primary breadwinners they find themselves even more focused on finances and the family. To alleviate mental overwhelm, fostering a culture of financial transparency is key.
⬇️
Overcoming financial obstacles as a couple requires a combination of trust, communication, and proactive decision-making.
⬇️
Learn more about what couples can start doing to create a balanced financial journey at buff.ly/3UNh9zv

05/15/2024

🗣️ Does this sound like you?

⭐️ You want your money to work for you, but you don’t know where to start
⭐️ You prefer to spend your money on experiences rather than things
⭐️ You feel overwhelmed by taxes and finances and you need guidance on organization and strategy
⭐️ You are currently making at least $100k of household income per year
⭐️ You may have other professionals (Attorney, Insurance, CPA) but you aren’t sure how they all tie together

It’s time to work with someone who sees your financial health holistically

buff.ly/3UNh9zv

05/08/2024

🪣 I talk to each client about the idea of all extra cash going into buckets corresponding to their goals.

🤔 After considering the timeline you need, the money, and the accessibility of the funds then we can decide which bucket the extra money is going into, and where the bucket should be kept or invested.

💸 Financial empowerment comes not just from accumulating wealth, but from utilizing it wisely to secure a fulfilling future.

Learn more at https://buff.ly/3QyLpvG

04/29/2024

Don't forget to INVEST your IRAs! So many times I will get a new client who opened an IRA in the last and then forgot or didn't know how to put the money into an investment. Such a bummer to miss out on potential growth!

Check out katielewhowtomoney’s video.