Pelican Financial Planning

Pelican Financial Planning At Pelican, we do more than manage money, we build lifelong relationships rooted in trust, transparency, and care.

Pelican Financial Planning and Wealth is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practi

ce of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts. Clicking the Like button is not a testimonial for, or endorsement of, Pelican Financial Planning and Wealth or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. Visitor posts must refrain from recommending specific investments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to [email protected]

08/27/2026

"These models are game-changing, but they are not life-changing."

That line from Sanjana Chintalapudi names something a lot of people are feeling right now. Everywhere you look, there is a message that if you are not all-in on AI, you are being left behind.

Here is why it matters for your money: the same pressure that makes you feel behind on technology is the pressure that pushes people into emotional financial decisions. The crypto everyone swears by. The day-trading FOMO. Uploading a tax return into a chatbot because it feels faster.

On the latest episode of The Wealth Development Studio, Pelican Financial Planning's Genevieve George and Sanjana explore a healthier way to think about it. These are tools, not water and food. They are not the things we need to survive. And a tool is something you get to use on your own terms, when it actually serves you.

That is what real financial clarity looks like. Not keeping up with every shiny thing, but knowing what is worth your attention and what is just noise.

Listen to Episode 20: https://www.pelicanfinancialplanning.com/podcast/episode-20-the-data-trade-off-how-to-take-back-control-of-your-money-in-an-ai-driven-world

Ready to make money decisions from clarity instead of pressure? Book a free Financial Clarity Call at pelicanfinancialplanning.com.

08/21/2026

Your 30s can feel like every financial goal is happening at once. A house, kids, retirement, and student loans, all competing for the same paycheck.

This is the decade planning shifts from building habits to building structure, so your goals work together instead of against each other.

We break down the financial planning moves that matter most in your 30s.

Save this as your checklist, and follow along as Pelican plans by the decades.

08/18/2026

The most valuable financial asset in your 20s isn't money. It's time.

You don't need a high income to start building wealth, just an early start and the power of compounding.

We break down the money moves that matter most in your 20s.

Save this, and follow along as Pelican plans by the decades.

08/13/2026

Financial planning isn't one decision made once. It's a series of decisions that evolve with every decade of life.

The advice that fits your 20s rarely fits your 40s.

We break down what smart planning looks like at every age, from your 20s to your 60s.

Save this, and follow along as Pelican plans by the decades.

08/11/2026

The best financial advice isn't about more data. It's about more trust.

For years, the industry treated every client the same: a spreadsheet, a return rate, and a handshake. In this episode of The Wealth Development Studio Podcast, Genevieve George sits down with Melissa Montalvo, Senior Wealth Advisor at Atticus Wealth Management, who breaks that mold by meeting clients where they are, sometimes in their own homes.

They cover:

→ Why women want reassurance and clarity from an advisor, not jargon
→ How donor-advised funds let clients give appreciated stock and avoid capital gains tax
→ Why giving every dollar a purpose keeps families aligned through every season of life

That is the heart of planning by the decades. It is not a single meeting but a relationship that grows with a family through every transition, from career changes to retirement to loss.

Give it a listen, and follow along this month as Pelican plans by the decades.

🎧 https://www.pelicanfinancialplanning.com/podcast/episode-19-beyond-the-spreadsheet-how-meeting-clients-where-they-are-literally-builds-lasting-trust

Meet Pelican Financial Planning's founder, Genevieve George, CPA, CFP®, back in her high school days.We're sharing these...
08/06/2026

Meet Pelican Financial Planning's founder, Genevieve George, CPA, CFP®, back in her high school days.

We're sharing these throwbacks for a reason. This month, Pelican is focused on planning by the decades, and there's no better place to start than the beginning.

Here's what Genevieve would tell the young woman in these photos: a financial plan isn't reserved for the day you finally "have money." It grows up alongside you, decade by decade.

Your 20s are for starting. Your 30s are for protecting. Your 40s are for getting intentional. And every decade after asks something a little different of you.

Same person. Different priorities as the years go on.

Wherever you are, know this: you are not behind. You are right on time to make the next decade more intentional than the last.

Follow along this month as we plan by the decades.

Are you paying yourself with intention, or just moving money around when the business allows?Before becoming a business ...
07/29/2026

Are you paying yourself with intention, or just moving money around when the business allows?

Before becoming a business owner, saving for retirement may have been pretty straightforward. A paycheck came in, retirement contributions happened automatically, and you didn’t have to think much about it.

But when you work for yourself, that automatic system disappears. Suddenly, you’re responsible for deciding how much to pay yourself, how much to set aside for taxes, what stays in the business, what gets reinvested, and whether retirement savings are still happening consistently.

It’s easy for retirement savings to fall to the bottom of the list because there is always something else the business needs. And yes, your business may become a valuable asset one day. It may even help fund retirement or another major goal.

But I wouldn’t want your entire future riding on the assumption that the business will sell exactly when you want it to, for the amount you hope it will.

There are retirement plan options available for business owners, including IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and more advanced employer plan strategies depending on your situation. The right fit depends on your income, business structure, cash flow, tax picture, and long-term goals. Take a look at our page, and check out the video series we did, one for each of these kinds of accounts.

The point isn’t to do what everyone else is doing. The point is to create a thoughtful system that supports the life you’re building now and the future you want later.

If you own a business, when was the last time you looked at how you’re paying yourself and whether retirement savings are still part of the plan?

Save this one for your next money check-in.

Your business has a plan.But do you?So many business owners are incredibly intentional about growth, payroll, taxes, cli...
07/23/2026

Your business has a plan.
But do you?

So many business owners are incredibly intentional about growth, payroll, taxes, client service, and daily operations…

But their personal financial picture?
That often gets pushed to “later" or comingled with their personal finances.

And we get it. When you’re the one keeping everything moving, your own future can quietly become the blind spot.

A full-picture plan looks beyond the business itself:

→ What are you building toward personally?
→ Is your cash flow supporting your long-term goals?
→ Are your tax strategies aligned across business and personal income?
→ Do you have protection in place if life changes?
→ Is there a plan for what comes next?

Because building a successful business is important.
Building a life that supports you beyond the business matters, too.

And yes, that includes retirement planning.

Business owners have unique retirement planning opportunities, and choosing the right account can make a meaningful difference over time.

Be sure to follow along to learn more. And if you're really curious? Check out our Retirement Planning Video Series posts on our page.

07/21/2026

There's a moment in a first meeting when a new client says, "No one has ever asked me that before."

At Pelican Financial Planning, that's a favorite thing to hear. It means the conversation has gotten beneath the surface, into the details that actually shape a financial plan.

A few truths keep proving themselves in this work:

Every client is unique, even when the numbers look alike. Two people the same age with the same savings often want completely different lives. Financial planning isn't a formula, it's a relationship built on trust.

Money decisions are rarely only about money. The most meaningful conversations touch on family, history, fear, and hope. The "why" behind a goal usually matters more than the number attached to it.

That's why Pelican leads with education, so every person walks away able to make one more informed decision, client or not.

Follow Pelican Financial for clear, practical guidance on planning your future with confidence. Woman-led, tax-smart, and here to translate complexity into clarity.

07/19/2026

Does every money conversation in your house end in a fight?

Or maybe you leave a financial meeting feeling good… then go home and do absolutely nothing.

Here’s a gentle reframe:

The problem might not be your finances.
It might be your relationship with them.

In this episode of The Wealth Development Studio Podcast, Genevieve sits down with Wasserman, founder of Your Financial Therapist, to talk about the emotional side of money.

Because money is never just math.

It’s the childhood stories we absorbed.
The shame we carry from past mistakes.
The arguments we keep repeating.
The avoidance that feels easier than opening the statement.

Erika shares that 90% of financial decisions are emotional and 10% are logical, which explains why even smart, successful people can feel stuck when it comes to taking action.

Financial therapy helps you understand the “why” behind your money patterns so you can start making decisions with more awareness, confidence, and compassion.

A reminder worth saving:

Every single person has made a financial mistake.
You are not behind.
You are not broken.
You are allowed to let the shame go and take one next step.

What money story did you grow up hearing that still shows up today?

Be sure to check out the full episode to learn more about the emotional side of money, and how you can overcome any struggle you may have with it.
https://www.pelicanfinancialplanning.com/podcast/episode-17-the-emotional-side-of-money-how-financial-therapy-helps-you-build-a-healthier-relationship-with-wealth

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