WealthPlan Partner

WealthPlan Partner Home of the Smart Money™ method, we help you reach your financial goals with purpose and clarity.

Whether we're helping families plan for retirement, navigate life's transitions, or build their legacy, we're always jus...
06/02/2026

Whether we're helping families plan for retirement, navigate life's transitions, or build their legacy, we're always just a call, click, or meeting away.

💙 Life's Better with a Plan.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “T...
05/25/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

05/16/2026

From New Hampshire to paradise 🌴 Loved spending time with these amazing clients and catching up in person. Thankful for the trust, friendship, and conversations that go far beyond finances.

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prep...
05/12/2026

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prepared with Key Person insurance can help your company weather the loss of your key employees.

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — a...
05/09/2026

AAPI Heritage Month offers space to reflect on how stories shape our understanding of money, identity, and belonging — and Min Jin Lee’s work sits squarely at that intersection.

As the author of Pachinko and Free Food for Millionaires, Min Jin Lee explores how financial pressure, opportunity, and resilience move through families over generations. Her novels examine the quiet, everyday economic choices that shape lives, especially within immigrant communities navigating systems.

Through fiction, she brings visibility to how money intersects with culture, class, and survival — reminding readers that financial narratives aren’t just about numbers, but about people, history, and the systems they move through.



Sources:
MinJinLee.com, 2026

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growt...
05/07/2026

AAPI Heritage Month offers a moment to recognize leaders whose work has shaped how global institutions think about growth, access, and long-term economic resilience.

One such leader is Ajay Banga, whose career spans global finance, public-private collaboration, and international development.

Born in India and now a naturalized U.S. citizen, Banga rose to prominence by helping transform a global payments company into a technology-driven platform focused on financial inclusion and digital commerce. Today, he serves as President of the World Bank, where his leadership centers on expanding access to capital, modernizing development finance, and addressing global challenges.

Banga’s work reflects a career spent at the intersection of markets and impact — demonstrating how financial systems can evolve to support broader participation and long-term access across economies.



Sources:
WorldBank.org, 2026
TheHowInstitute.org, 2026

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.Farnoosh...
05/05/2026

AAPI Heritage Month is a moment to spotlight voices that have shaped how people understand and talk about money.

Farnoosh Torabi is a financial journalist, author, and podcast host known for making financial conversations feel relatable rather than intimidating. Across her work in media, she explores how real-life values, emotions, relationships, and uncertainty intersect with financial decision-making.

Her career reflects the impact of clear communication and thoughtful storytelling in helping people engage with financial topics in ways that feel grounded, practical, and human.



Source:
Farnoosh.tv, 2026

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