Aligned Financial Planning

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Aligned Financial Planning

Your Money. Your Values. Aligned. Our purpose is to help people align their money with their values.

12/01/2025

✨ The holidays are full of joy… and, let’s be honest, a little stress too. One way to stay grounded? A checklist that brings you back to what matters. Try this:
🔥 Build a fire
🛷 Go sledding
🍪 Bake cookies
💙 Prioritize your financial goals
⛄ Make a snowman

These small, intentional steps—especially checking in on your financial priorities—may help you create a strategy for the holiday season and beyond. Here’s to a winter that feels cozy, connected, and just a little bit magical.

11/21/2025

There is always something to worry about when investing. In fact, there’s even a saying about it. “Wall Street climbs a wall of worry.” Some people believe, “I’ll wait until it all gets resolved.” But remember, those were the same people who in the Spring suggested, “I’m going to the sidelines until the tariff issue gets resolved.” Since May, stock prices have advanced for six consecutive months, despite unresolved tariff issues.

11/09/2025

Have you ever heard of the bucket strategy? With this approach, you segment your retirement expenses into three buckets, attempting to match income sources to essential expenses.

11/06/2025

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

11/03/2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

09/15/2025

Ever wonder if your zodiac sign influences your money moves? 😅 ✨

Virgo through Pisces are in the spotlight this time—each with their own quirks. This is all in good fun, so don’t @ us if your slide feels a little too real 🙃

Swipe through and tag a friend who matches their sign 👀

👇 Which one are you?

09/14/2025

Think your zodiac sign has something to say about your spending style? ✨

Aries through Leo are featured here—showing off everything from bold choices to budget quirks. Just for laughs, so no hard feelings if the stars call you out 😅

Swipe through and tag your zodiac twin 👀

👇 Did we nail it?

09/12/2025

Heard of ETFs but not sure what they are? This post explains how they work, what types exist, and why some investors consider them.

Curious about how this investment option might align with your goals? Let’s connect.

**ETFs are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.**

09/09/2025

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

08/31/2025

Economic & Financial Indicators:
The current economic landscape is showing cooling inflation to steady job growth. Here's what financial professionals are watching as we move through 2025.

Key Highlights:
✔️Inflation trends
✔️ The labor market seems to be finding its sweet spot without overheating
✔️ Corporate earnings are showing resilience
✔️ Fed policy remains measured

The takeaway? Economic reports can give clues about the economy. What economic trends are you keeping your eye on? Share your thoughts below 👇.

08/29/2025

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?

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San Diego, CA

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+18583578010

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https://alignedfinancialplanning.com/

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