Meath Wealth Advisors

Meath Wealth Advisors At Meath Financial, we want to help you understand and align your values with your finances so you can live an incredible life.

We want to help you live better by finding more clarity, ease and impact in your financial world. Meath Financial’s mission is to provide our clients with clarity and confidence to pursue their greatest life goals. We do this by building trust, providing education, building an actionable roadmap, and providing exceptional service. A clear financial picture both now and into the future allows you t

o accomplish and plan for what is most important in your life. We are a wealth management firm based in Minneapolis, MN serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in comprehensive financial planning and investment management. All investment advisory services are offered through Journey Strategic Wealth, LLC, an SEC Registered Investment Advisory firm. Information posted on this profile is intended for informational purposes only and does not constitute investment advice. Third party posts found on this profile do not reflect the views of Journey Strategic Wealth and have not been reviewed by Journey Strategic Wealth as to accuracy or completeness.

Many people think financial clarity means complex charts, perfect timing, or impressive account balances.In reality, it ...
03/09/2026

Many people think financial clarity means complex charts, perfect timing, or impressive account balances.

In reality, it often feels quieter than that.

Financial clarity isn't just about numbers on a page.

It's sleeping through the night instead of running mental calculations at 2 AM.

It's considering a bold career move without immediately spiraling into "but what about the money?"

It's saying yes to an opportunity, or no to one that doesn't serve you, without second-guessing the financial implications for weeks.

It's confidence, because you know someone who understands your full picture is helping you get them.

It's freedom to focus your mental energy on the work you're meant to do, the people you care about, the life you're building.

It's the peace of knowing the foundation is solid, even when everything else feels uncertain, like one less thing to carry.

What does financial clarity feel like to you today?

If the answer is "I'm not sure I've ever felt it," that's exactly where we start.

03/05/2026

Your money goals deserve more than guesswork. 💡

In this video, we explore how aligning your spending with what truly matters can bring you closer to financial freedom. From cancelling unused subscriptions to automating the habits that support your future, small intentional shifts can create powerful momentum.

Financial clarity is not about restriction. It is about making thoughtful choices that reflect your values, reduce stress, and help you move forward with confidence.

For many women, charitable giving happens in reactive moments: Someone asks. A deadline approaches. A cause catches your...
03/03/2026

For many women, charitable giving happens in reactive moments: Someone asks. A deadline approaches. A cause catches your attention. You write a check, but there's always that nagging question: Can I really afford this? Should I be doing more? Am I doing this right?

Here's the difference financial clarity makes:

When you're confident about your own foundation, when you know your retirement is funded, your family is secure, your goals are on track, giving stops being a source of stress and becomes a source of meaning.

Clarity creates ease. And ease creates impact.

That shift changes everything:
🌿 You can give strategically to causes that align with your values.
🌿 You can think long-term about creating lasting impact.
🌿 You can involve your family in building a giving legacy.
🌿 You can say yes with confidence, not guilt or uncertainty.

Intentional giving isn't about giving more; it's about giving with purpose.

Learn more about our approach to financial clarity and intentional living: https://journeysw.com/kerry-meath/

If the thought of meeting with a financial advisor makes you want to reschedule, you're not alone. Many women put off fi...
02/26/2026

If the thought of meeting with a financial advisor makes you want to reschedule, you're not alone. Many women put off financial conversations because they feel like they should have everything figured out first.

What you need to bring:
✓ General awareness of your accounts (exact numbers? not necessary)
✓ Questions keeping you up at night
✓ Any major life changes on the horizon

What to ask yourself:
💭 "Where do I actually stand?"
💭 "What should I focus on right now?"
💭 "What am I missing?"
💭 "How do I know if I'm on track?"

Don’t worry about:
❌ Memorizing account balances
❌ Understanding every financial term
❌ Having all the answers
❌ Being "organized enough"

The conversation is how you get clear, not something you do once you already are.

Good advisors expect honesty about where you are, not proof that you've figured it all out on your own.

And if you’re feeling uncertain, that's exactly why you should have the conversation.

We are here to journey with you: https://journeysw.com/kerry-meath/

Can you answer these three questions about your money?👉What is my money for?👉What am I protecting?👉What decisions can I ...
02/25/2026

Can you answer these three questions about your money?

👉What is my money for?
👉What am I protecting?
👉What decisions can I confidently make today?

If you hesitated on any of them, you're not alone. Most highly successful women can't answer these clearly, not because they lack intelligence or discipline, but because they lack time and clarity.

Here's why these questions matter:

Knowing what your money is for gives you a framework for every decision.

Knowing what you're protecting helps you prioritize and plan strategically.

Knowing what you can decide confidently today removes the constant second-guessing.

Financial clarity means having answers to the questions that matter most, so you can move forward without doubt.

If you're unsure where you stand, let's start there.

02/24/2026

Money can feel overwhelming, especially when stress starts shaping the decisions we make.

In this short video, we share 5 simple, practical ways to reduce financial stress and approach your finances with more calm and intention. From shifting your mindset to creating space for thoughtful planning, small changes can make a meaningful difference.

Financial clarity is not about perfection. It is about creating ease, confidence, and a plan that supports the life you are building.

It's Monday morning, and you're preparing for a high-stakes meeting. But part of your mind is still running calculations...
02/23/2026

It's Monday morning, and you're preparing for a high-stakes meeting. But part of your mind is still running calculations from the weekend, trying to figure out whether you can actually afford to make the career move you've been considering.

Or it's Wednesday afternoon, and you're leading your team through a critical decision. But underneath, there's a low-grade anxiety about whether you're on track for retirement, whether your estate plan is up to date, and whether you should be doing something different with your investments.

This is what financial uncertainty looks like for high-performing leaders.

It's not dramatic. It's not a crisis. It's a constant, quiet drain on the mental resources that make you effective.

Financial clarity is a leadership skill, not because you need to be a financial expert, but because unclear finances undermine everything else you're trying to do.

Here's how it shows up:

👉 Decision fatigue: Unresolved financial questions consume mental bandwidth, capacity you could bring to strategic thinking.

👉 Hesitation: When you're unclear about your financial standing, you second-guess career moves. Uncertainty keeps you stuck.

👉 Stress: The nagging feeling that you should be doing something with your money adds to the anxiety of an already demanding life.

👉 Limited confidence: Financial uncertainty in one area affects your boldness in others.

But financial clarity works differently.

It means you know exactly where you stand. You understand your options. You have a strategy that adapts as your life evolves. And critically: you're not wasting mental energy on questions someone else could be managing.

When your financial foundation is solid and clear, you show up differently as a leader.

You think more strategically. You take smarter risks. You make bolder moves. You lead with more confidence.

"The only way to make sense out of change is to plunge into it, move with it, and join the dance." — Alan WattsYour life...
02/20/2026

"The only way to make sense out of change is to plunge into it, move with it, and join the dance." — Alan Watts

Your life at 35 looked nothing like your life at 25. And your life at 50 probably won't look much like it does today.
You have different priorities, responsibilities, goals, and definitions of success.

So why would you expect the same financial strategy to work across all of it?

Financial ease is not a fixed destination. It's something that evolves as you do.

The plan that served you as a rising executive doesn't necessarily fit when you're considering what's next. The strategy that made sense when your kids were young shifts when they're launching. What worked when you were building wealth looks different when you're thinking about legacy.

True financial guidance doesn't just acknowledge this; it's built around it.

That means your advisor knows you well enough to recognize when circumstances have changed. When it's time to revisit assumptions. When a different approach makes more sense.
It means your strategy is designed with flexibility in mind, because rigidity breaks under pressure.

And it means you have a partner, not just a plan. Someone who's there through the transitions, the unexpected turns, the moments when you need to rethink everything.

Ease doesn't come from having all the answers at once. It comes from having support that adapts, listens, and moves with you through every chapter.

Explore our approach to evolving financial guidance: https://journeysw.com/kerry-meath/

Have you ever noticed how uncomfortable it feels to talk about money?Not the mechanics: saving, investing, returns. But ...
02/19/2026

Have you ever noticed how uncomfortable it feels to talk about money?

Not the mechanics: saving, investing, returns. But what money actually means to you.

That's because money is never just about money.

It's about your family's security. Freedom to make choices on your terms. The ability to support causes you care about. Creating opportunities for the next generation. Proving something to yourself, or to others. It’s about control, independence, and legacy.

Every financial decision you make is tied to something deeper:

The executive who finally feels comfortable stepping back from her role, not because the money's enough, but because she's confident her family is secure.

The business owner who structures her exit around ensuring her team is taken care of, not just maximizing the sale price.

The woman who finally feels at peace with her wealth, not because the number changed, but because it's aligned with what she values.

It's not about having the most. It's about having enough to live according to your values, and knowing with confidence that you do.

That might mean:
🌿 Financial security that lets you take career risks without fear
🌿 The ability to say no to opportunities that don't serve you
🌿 Supporting your children's dreams without sacrificing your own future
🌿 Making an impact on causes that matter to you
🌿 Building something that lasts beyond yourself

When your wealth aligns with your values, financial decisions become clearer. The noise quiets down. You stop second-guessing. You feel confident that you're building something meaningful.

It's tempting to believe that financial success comes from making the perfect move at the perfect moment.But the truth i...
02/18/2026

It's tempting to believe that financial success comes from making the perfect move at the perfect moment.

But the truth is that real wealth is built through consistency, not perfect timing.

Think of it like this: An investor who contributes $500 every month for 30 years, regardless of market conditions, will almost always outperform someone who tries to time the market, even if that second person gets it "right" several times.

Trying to time the market means you need to be right twice: when to get out and when to get back in. Miss just the 10 best trading days over a 20-year period, and your returns could be cut nearly in half.

Meanwhile, consistent investing harnesses compounding. The longer you stay invested, the more dramatic this effect becomes.

Here's what consistency actually looks like:
✓ Contributing to your 401(k) every paycheck
✓ Rebalancing your portfolio on schedule
✓ Staying invested through volatility
✓ Saying no to the temptation to "wait for a better entry point"

The hardest part? It feels boring.

Consistency isn't always exciting, but it works.

02/18/2026

Why put time, energy, and focus into your financial world?

Because money is about so much more than spreadsheets.
It touches every part of your life. And the more empowered you feel financially, the more empowered you tend to feel everywhere else, especially as a woman.

Research shows that engaging with your finances builds resilience.
A clear financial plan creates clarity, confidence, and a strong foundation to stand on.

We invest time in our health, our careers, and our relationships.
When we ignore our finances, we leave out a critical piece of long-term well-being.

Your financial health supports your future self.
Small, intentional choices made today compound over time, creating growth, stability, and options later on.

You don’t have to do everything at once.
Start with one or two small steps this year and build from there.

Your future self will thank you for beginning now.

Here's the uncomfortable truth: Urgency is often mistaken for importance.After decades of working with successful women ...
02/10/2026

Here's the uncomfortable truth: Urgency is often mistaken for importance.

After decades of working with successful women through every kind of market condition, we've seen it play out again and again: the decisions people regret are almost always made under pressure. But the decisions that build lasting wealth are calm, strategic, and deliberate.

The next time you feel pressured to make a quick financial decision, ask yourself:
💭 What would change if I waited 48 hours?
💭 Whose urgency is this, mine or someone else's?
💭 Does this align with my long-term strategy, or is it a reaction?
💭 Would I make this same decision without the time pressure?

Good financial decisions aren't made in a rush. They're made with clarity, strategy, and the confidence to move at your own pace.

Remember:

🌿 Real opportunities don't disappear overnight. Legitimate investment strategies can withstand a weekend of consideration.

🌿 Emotional decisions are expensive. Reactive moves consistently underperform patient, disciplined strategies.

🌿 Your timeline matters more than the market's noise. What's urgent to the financial news cycle isn't necessarily urgent to your 20-year plan. When you're clear on your goals and timeline, you can filter out the panic and focus on what actually matters.

Next time you feel pressure to act fast, that's your signal to slow down.

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Minneapolis, MN

Telephone

+16124129971

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