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.

Shoutout to all the amazing mom & pop business owners out there! Your hard work and dedication to your craft is truly in...
03/29/2024

Shoutout to all the amazing mom & pop business owners out there! Your hard work and dedication to your craft is truly inspiring. On this National Mom & Pop Business Owners Day, we celebrate you and all that you do for our communities.

Female entrepreneurs approach retirement differently. Here are some business ideas for women entrepreneurs to start in r...
03/28/2024

Female entrepreneurs approach retirement differently. Here are some business ideas for women entrepreneurs to start in retirement that can provide a good monthly income to maintain their lifestyle.

If you've been successful in your entrepreneurial ventures, you probably have some means of income for your retirement, but usually, entrepreneurs, particularly women entrepreneurs, need to supplement their monthly retirement...

Spring is here, and it's time for some spring cleaning! A more organized and functional living space can also help reduc...
03/26/2024

Spring is here, and it's time for some spring cleaning! A more organized and functional living space can also help reduce stress and increase productivity. Here’s a handy guide to help you declutter your home and get rid of things you no longer need.

Is clutter overcrowding your home? Ask yourself these seven questions to help you decide between what to keep and what to toss.

Did you know heart disease is the number one killer among women? Check out these stats and symptoms so you can avoid fal...
03/25/2024

Did you know heart disease is the number one killer among women? Check out these stats and symptoms so you can avoid falling victim to it.

Learn about heart disease statistics, signs, and symptoms in women.

Creating a financial plan for the future is one of the most important things you can do for yourself and your loved ones...
03/24/2024

Creating a financial plan for the future is one of the most important things you can do for yourself and your loved ones. Follow these six steps to develop a plan for achieving your long-term savings and retirement goals!

Plus, how to save toward goals amid layoffs.

Got a chance to hear Phil Blancato speak in person at W Forum last week.  It was both informative and entertaining.  Rem...
03/22/2024

Got a chance to hear Phil Blancato speak in person at W Forum last week. It was both informative and entertaining. Remember you can listen to his weekly Market Update on our website!

https://cloverleafwealth.com/videos/

Did you know there are grants available for women-owned businesses? Here’s why they might be worth the extra effort to g...
03/21/2024

Did you know there are grants available for women-owned businesses? Here’s why they might be worth the extra effort to get and how to apply.

Small business grants for women are few and far between. But they do exist, and here are the 11 best grants out there now.

Had the priveledge of attending a life like yours fundraising breakfast for the Arc of Northern Virginia.  It was an ins...
03/20/2024

Had the priveledge of attending a life like yours fundraising breakfast for the Arc of Northern Virginia. It was an inspiring and memorable morning supporting a wonderful organization. Thank you to Doug McCallum for telling his family story and Clover Leaf Wealth’s part in their journey.

03/19/2024

Our mission is to advocate for, educate, serve, and support people with disabilities and their families. Our vision is a lifetime of opportunities for people with disabilities ensuring a just, equitable world. Where there's help, there's hope - and at The Arc of Loudoun, there's always help!

Hello Spring! 🌷
03/19/2024

Hello Spring! 🌷

03/18/2024

The True Link Visa Debit Card

WEBINAR: Friday, March 22, 2024
10:00am-11:30am
via ZOOM

Are you a beneficiary looking for an easier way to access funds from your Supplemental or Special Needs Trust? Are you a Trustee that wants to safeguard beneficiary independence while protecting benefits eligibility?

Get peace of mind with the True Link Visa Card and Spending Monitor. The card enables beneficiaries to safely purchase what they need, when they need it, on their own. This card also allows for customized controls to block access to cash, specific merchants, or entire categories of spending to ensure safety as well as protection of benefits when making purchases.

Join us for a tour of the True Link Visa Card and online platform, plus a Q&A session with members of True Link’s customer success and Trust teams. Life’s complex, True Link is here to make things simpler.

Register at https://ow.ly/RUhl50QVTvV

Happy St. Patrick's Day 🍀
03/17/2024

Happy St. Patrick's Day 🍀

03/16/2024

🌞🎉 Exciting News for Families! 🎉🌞

Get ready to dive into summer fun with us at PosAbilities! 🏖️ Our doors are open for you and your family to explore everything we have in store for the upcoming season. 🚀 Join us for our Summer at PosAbilities Open House starting March 15th!

What's in Store:
🌟 Engaging Sessions: Meet our team and discover the amazing array of activities and programs we've lined up for the summer.
🏫 Facility Tours: Take a guided tour of our spaces and experience the safe, supportive, and inclusive environment we offer for all kids.
❓ Q&A Time: Got questions about our programs or how to register? We've got answers! Our team will be here to assist you every step of the way.

Spread the Word:
Feel free to bring along friends, neighbors, or anyone curious about Summer at PosAbilities. The more, the merrier!

Location Details:
📍 Herndon: 427 Carlisle Drive, Suite A and B, Herndon, VA
📍 Leesburg: 44125 Woodridge Parkway, Suite 100, Leesburg, VA

We can't wait to share the excitement of summer with you and your family at PosAbilities! See you at the Open House! 🌟✨

All set up at the PWCS 24th Annual Transition Fair bring held at Charles J. Colgan, Sr. High School, 13833 Dumfries Road...
03/16/2024

All set up at the PWCS 24th Annual Transition Fair bring held at Charles J. Colgan, Sr. High School, 13833 Dumfries Road, Manassas, VA 20112 on Saturday, March 16, 2024, from 9:00 a.m. to 4:00 p.m. We will be here until 1:00.

From bestsellers to new releases, here are 17 business books by women that will help you be awesome at what you do.
03/14/2024

From bestsellers to new releases, here are 17 business books by women that will help you be awesome at what you do.

A list of business books by women authors that address issues such as imposter syndrome, workplace gender inequality, and work life balance.

03/12/2024

For many of us in the disability community, every day is awareness day! But every March, we try to spend a little extra time advocating and spreading awareness in the spirit of National Developmental Disabilities Awareness Month. We are striving for a universe where all people can thrive.

Developmental Disabilities Awareness Month raises awareness of the inclusion and contributions of people with developmental disabilities in all aspects of community life, and it's a time to explore the work we still need to do to remove barriers.

DD Awareness Month is the perfect time to Share Your Story. Please click here to share yours - big or small! https://thearcofnova.org/share-your-story/

Being a 20-something woman in today’s society can’t be easy. These bloggers have tons of advice to help you get what you...
03/11/2024

Being a 20-something woman in today’s society can’t be easy. These bloggers have tons of advice to help you get what you want out of life.

This is a list of blogs for twenty-somethings that inspire, motivate, and consistently share some of the best writing online.

Daylight saving time is just around the corner! ⏰ Don't forget to "spring forward" and set your clocks one hour ahead on...
03/09/2024

Daylight saving time is just around the corner! ⏰ Don't forget to "spring forward" and set your clocks one hour ahead on Sunday, March 10.

Remember, spring is not only a time for renewal in nature but also a great opportunity to review your financial plans. If you have any questions or need guidance, we're here to help. Wishing you a joyful and productive season ahead!

Women's wealth is growing. Learn more about women and their investing habits (compared to men) and why they may just be ...
03/07/2024

Women's wealth is growing. Learn more about women and their investing habits (compared to men) and why they may just be better at achieving similar returns to men while taking on significantly less risk.

While the stereotype of the investor targeted by the investment industry might be a man, women’s wealth is growing – and so is their investing footprint.

What better way to get career inspiration than from women who have gone before you! Check out this list of the top 40 ‘B...
03/05/2024

What better way to get career inspiration than from women who have gone before you! Check out this list of the top 40 ‘Best Career Woman Blogs’.

Career Woman blogs list ranked by popularity based on social metrics, google search ranking, quality & consistency of blog posts

With all the talk of unequal pay for women, it’s time to start negotiating to get what you deserve. Use these tips to ge...
03/02/2024

With all the talk of unequal pay for women, it’s time to start negotiating to get what you deserve. Use these tips to get a better job offer.

Negotiating salary isn’t easy, and it can be especially difficult for women. Try these successful strategies for women to ask for better compensation.

Happy Women's History Month! It’s a good time to celebrate the accomplishments and contributions of women throughout his...
03/01/2024

Happy Women's History Month! It’s a good time to celebrate the accomplishments and contributions of women throughout history, many of whom struggled against discrimination & oppression. Here’s to a more equitable and inclusive future!

The IRS announced adjustments for 2024, which address a few key areas:https://www.irs.gov/newsroom/irs-provides-tax-infl...
02/27/2024

The IRS announced adjustments for 2024, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2024 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

02/26/2024

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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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