Cortney Heykoop, Financial Advisor, Clover Leaf Wealth Strategies

Cortney Heykoop, Financial Advisor, Clover Leaf Wealth Strategies Registered Financial Services Representative I also provide specific planning and future financial needs for special needs families.

As an independent licensed life insurance agent and financial advisor, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Going to be a HOT 🥵 especially through the weekend!How do you plan to stay cool?😎
06/20/2024

Going to be a HOT 🥵 especially through the weekend!

How do you plan to stay cool?😎

It’s the first day of summer and the heat is in FULL FORCE! Heat is one of the leading weather-related killers in the United States, resulting in over one thousand fatalities each year, per the CDC. Visit the National Weather Service website to learn more about heat safety >> https://www.weather.gov/safety/heat

These hot spots will surely please parents, kids, and even the hard-to-impress teen. Filled with state-of-the-art roller...
06/20/2024

These hot spots will surely please parents, kids, and even the hard-to-impress teen. Filled with state-of-the-art roller coasters, over-the-top waterparks, wildlife-filled national parks, and paradise-inspired resorts, this list makes summer fun a success.

From the Great Outdoors to the greatest theme parks in America, here are this year's best summer vacation ideas for families.

Celebrate Freedom on June 19, 2023
06/19/2024

Celebrate Freedom on June 19, 2023

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately dri...
06/18/2024

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately drive sales. Learn more about this cost-effective way to promote your small business.

Word-of-mouth marketing is a powerful tool for ecommerce businesses. Learn how to build an effective WOM marketing strategy.

Your home can be every bit as rewarding as a fancy resort or far-away campsite. These fun things to do will keep you and...
06/17/2024

Your home can be every bit as rewarding as a fancy resort or far-away campsite. These fun things to do will keep you and your little ones busy, happy and learning for weeks. After all, the best memories are often made right in your own backyard!

100 Fabulous, fun activities for kids to do at home this summer! They're easy, inexpensive and will keep kids 2-10 entertained and learning all summer long!

Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers ...
06/16/2024

Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers play in the lives of their children and families. Take this opportunity to express gratitude and make your dad feel extra loved on this special day.

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and...
06/14/2024

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and national pride. Let's commemorate this day with respect and gratitude for our beautiful flag.

06/13/2024
Summer vacation doesn’t have to cost a fortune. This list of activities can help you and your kids connect with your com...
06/13/2024

Summer vacation doesn’t have to cost a fortune. This list of activities can help you and your kids connect with your community, discover little known local spots, rejuvenate your home and build healthy habits. Best part? Every item on this list is FREE!

Whether you’d rather be outside or enjoy the AC, we’ve got ideas for you. Here are 100 free summer activities for kids of all ages, from the young to the young-at-heart.

Marketing your business is essential to its success. Here are some of the best marketing techniques to grow your small b...
06/11/2024

Marketing your business is essential to its success. Here are some of the best marketing techniques to grow your small business.

Struggling to grow your small business, gain more customers, and build a strong brand image? Try these 7 marketing tips in 2024.

Free time can turn into screen time quickly. These activities will connect your kids with nature, art, books and brainpo...
06/10/2024

Free time can turn into screen time quickly. These activities will connect your kids with nature, art, books and brainpower every day of summer vacation. Go ahead! Jump around in a rain shower, start a journal or listen to a favorite book under the stars.

Do you need ideas for fun things to do this summer? Here are 100 summer activities for kids and parents that will keep your whole family entertained.

Donut underestimate the importance of National Donut Day. It's a hole lot of fun! 🍩😄 In fact, why not surprise a friend ...
06/07/2024

Donut underestimate the importance of National Donut Day. It's a hole lot of fun! 🍩😄 In fact, why not surprise a friend or co-worker with a dozen of these toothsome treats! ENJOY!

Do you have a favorite donut? 😋

📅 June is National Men's Health Month. ☀️ With warmer weather around the country, it's a great time to reaffirm your ded...
06/06/2024

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

As the pace of change continues to accelerate, how can business owners set themselves up (and their organization) for su...
06/05/2024

As the pace of change continues to accelerate, how can business owners set themselves up (and their organization) for success? One of the most important steps is ensuring you have a solid succession plan in place. Read on for the benefits it offers.

Succession planning provides organizations with actionable steps to make sure they have the talent needed to outpace the competition for years to come.

This June, let's commemorate Gay Pride Month by embracing diversity and fostering inclusivity. It's a time to educate ou...
06/04/2024

This June, let's commemorate Gay Pride Month by embracing diversity and fostering inclusivity. It's a time to educate ourselves, challenge prejudice, and create safe spaces for LGBTQ+ individuals to be their authentic selves. Let's celebrate love and spread the message of equality. 🌈❤️🧡💛💚💙💜

Each month I host a monthly lunchtime round table via Zoom. This is a great opportunity for you to hop on and ask questi...
06/03/2024

Each month I host a monthly lunchtime round table via Zoom. This is a great opportunity for you to hop on and ask questions you may have or maybe learn something new from the questions others may have.

This month our conversation will focus on Social Security.
There is still time to RSVP for our Round Table tomorrow, June 4th, at:

https://us02web.zoom.us/meeting/register/tZEtcOqppj4tG9KUUJyt_nyKMxDr5In2hIf1

We hope you can join us!

June is National Safety Month, a time to prioritize safety in our lives and communities. Whether it's at home, on the ro...
06/03/2024

June is National Safety Month, a time to prioritize safety in our lives and communities. Whether it's at home, on the road, or in the workplace, let's take steps to prevent accidents and promote a culture of safety. Together, we can make a difference.

Whether you want to improve profitability or your small business is having cash flow problems, slashing expenses is an i...
06/02/2024

Whether you want to improve profitability or your small business is having cash flow problems, slashing expenses is an immediate and effective solution. Cost cutting is a priority in many situations, including times of high inflation, crowded marketplaces, tough financial times, and more. Here are five ways to cut costs.

Small businesses often have slim profit margins. Learn how to cut expenses to boost cash flow, invest in growth and lower prices without impacting revenue.

June is Alzheimer's and Brain Awareness Month. Caring for someone living with dementia is a generous act of love, but it...
06/01/2024

June is Alzheimer's and Brain Awareness Month.

Caring for someone living with dementia is a generous act of love, but it can also be overwhelming. That’s why having a stable financial foundation is crucial for administering the care the person deserves. Let's work together to support those affected by these conditions, their families and/or caregivers. Please reach out if we can be of assistance.

Noise-induced hearing loss is one of the most common occupational hazards in many industries. On National Save Your Hear...
05/31/2024

Noise-induced hearing loss is one of the most common occupational hazards in many industries. On National Save Your Hearing Day, let's raise awareness about the importance of workplace hearing protection and advocate for safer work environments.

I am excited to announce that in recognition of my volunteer involvement, The Arc of Loudoun has received a $3,000 grant...
05/31/2024

I am excited to announce that in recognition of my volunteer involvement, The Arc of Loudoun has received a $3,000 grant from the Osaic Foundation! This grant helps further the Arc's mission to advocate for, educate, serve, and support people with disabilities and their families.

Small businesses can have inconsistent month-to-month income. And preparing for it ahead of time will help ease the blow...
05/30/2024

Small businesses can have inconsistent month-to-month income. And preparing for it ahead of time will help ease the blow. Here’s how.

Cash flow is critically important to a small business’s survival and success. These cash flow strategies can help you ensure your business has the cash on hand it needs to grow and succeed.

05/30/2024
05/29/2024
I am a firm believer that everyone needs a financial plan. It's never too early to start getting your ducks in a row but...
05/28/2024

I am a firm believer that everyone needs a financial plan. It's never too early to start getting your ducks in a row but you need a plan. How will you get where you want to go without a road map?

That's why I am offering special pricing for individuals Under 40 (new clients only). This special pricing of $500/yr for financial planning includes:

*Setting up your work benefits for maximum utilization
* Helping to determine your amount to contribute and your investment strategies for retirement
* Discussions on how savings and budgeting are key steps to securing your financial house

If you are interested in learning more about this offer or have any questions please reach out.

Address

Leesburg, VA
20176

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My Story

When people what you do, they are really asking who are you. The easy answer to what I do is “I work with my clients to get them to the day where work is optional.” Yes, that is what I do, but who am I? I am a Financial Services Professional, Special Needs Mom, Soccer Mom, Golf Mom, Gym Mom, Cheer Mom and a photography enthusiast who would love to chart the course of your financial future.

I invite my clients to sit down for two complementary onboarding sessions. First we discuss your hopes, dreams, concerns, and fears. This gives me the opportunity to learn about you and your needs, and for you to learn about me and my holistic approach. The second appointment is to dive into the details. Here we go on a deep fact finding mission to discuss your personal and business finances. We discuss Wealth Accumulation, Risk Management, as well as any appropriate planning needs or financial coaching. Finally, my team and I will review your case and make any appropriate recommendations to solve your financial needs.

I am a mom to three crazy, busy, wonderful children. My middle child is special needs which has opened my eyes to the needs of the large and growing number of Special Needs Families who need help structuring their financial future to accommodate their children’s unique needs.

My style is casual. I am approachable and feel I am able to make my clients comfortable talking about the last taboo subject-Money. I value your time. I know many important needs compete for your time each and every day. While planning for your financial future may not be an issue that is on fire, it is extremely important. I can manage the details for you. Your Financial RoadMap does not have to be the scary white elephant in the room. Let me help you give it a name, a purpose and put it to work for you.


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