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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

ARK Financial Wellness

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St. Louis, MO
ARK Financial Wellness

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from ARK Financial Wellness, Financial planner, 11600 Manchester Road Suite 101, St. Louis, MO.

A women-owned financial planning firm bringing financial clarity and organization to dual-income, smart savers through a plan to fund their immediate dreams and make retirement a reality in the foreseeable future.

10/20/2026

If you've got teens doing homework, you've probably had to remind them that ChatGPT isn't a replacement for actually thinking things through. Turns out, that reminder applies to grown-ups too, including us.

Here's an example. Lisa was recently working with a client's CPA to figure out which employer stock shares to sell for the lowest tax bill. She tried using AI to double-check the numbers.

It was completely wrong…not a rounding error, just totally inaccurate.

Maybe someday AI will be better at this stuff than we are, but for now, we're staying skeptical, especially when it comes to decisions involving your money and your taxes.

AI can be useful for brainstorming or a first pass at something, but it's not something to lean on for decisions like this without a second set of (human) eyes.

How do you feel about using AI for things like this? Let us know in the comments.

10/16/2026

We know International Coffee Day was October 1st, but at ARK we celebrate it every day!

10/13/2026

Taxes in retirement can sneak up on people. And usually, by the time it happens, it's too late to do much about it.

That's not something we want our clients to deal with, so we spend a lot of time looking at Roth conversions with them.

A Roth conversion just means moving some money now so it grows tax-free and you can pull from it later without owing anything on it.

We were sitting down with a client recently to talk through this year's conversion, and it had us looking back at what we did for her last year.

We'd timed it around the extra tax discounts seniors get, and because of that, she didn't owe a dime in taxes on it.

That's income she'll get to use later without the IRS taking a piece of it.

We love finding wins like this for our clients. It’s the little decisions, made at the right time, that make a big difference down the road.

10/06/2026

Chipping away at your mortgage doesn't feel like much day-to-day, but sometimes those small payments add up to something bigger than you'd expect.

Last year, during one client's annual planning meeting, we talked about making extra payments toward his mortgage. It wasn’t going to be anything dramatic, just a little more each month, when he could.

By the end of the year, his balance had dropped by $20,000 in just twelve months!

That's exciting enough on its own, but what really stuck with us was that at that pace, his home will be paid off in three years, which is years ahead of where he originally expected to be.

Once his mortgage is paid off, he’ll be able to redirect those dollars into retirement savings and increase his odds of retiring early (a goal he shared with us when we first started working together).

We love looking at the whole picture with our clients because one decision in one part of your finances can cause a ripple effect for everything else.

For this client, it meant moving his retirement date up from 65 to 60. That’s five extra years to spend however he wants, with his home fully paid for and one less thing to think about.

This just goes to show, small moves now can change the whole timeline later.

09/29/2026

ARK is turning 5 this week. Can you believe it?!

This has absolutely been our best year yet.

That's all because of you, our clients. You inspire us to do good work and show up as our best selves every single day. Not many people get to say they work with a team they love and clients who feel like family, but we do. 🫶

We're proud that for five years we've stuck to our original plan, which was to help women and couples feel organized and supported with their finances, even when life throws a curveball or two.

We started ARK because we wanted more freedom, both personally and professionally. Owning our time has always mattered to us, especially when it comes to being there for our children, no matter how big or small.

We also love being able to just be ourselves by working and living in a way that matches what we care about.

Words cannot express how grateful we are for your continued trust and encouragement. To every client, colleague, community member, friend, and partner, we want to say thank you for your support. 🙏

Serving our clients well has always mattered to us, and none of this would have happened without you.

This week we're taking time to look back on everything we've built together, and we're excited for what's next.

Here's to 5 years, and to everyone who helped get us here.

09/24/2026

Helping our clients feel taken care of means a lot to us.

We love being part of our clients' celebrations, no matter how big or how small, so getting notes like this from them is one of our favorite parts of the job.

We sent our client Karen a few goodies for her birthday, and she sent this thank you card back. It made our whole week.

This is exactly why we show up for our clients the way we do.

Thank you to everyone who lets us be part of your life and your celebrations. We're so grateful to be on this journey with you. 🤍

09/17/2026

Lisa's kids are starting to look at colleges, and that has meant a lot of questions about what they're interested in. So, the whole family took an Enneagram test just to see what would come back.

She was pretty amazed at how accurate each of their test results were.

Lisa's a Type 1, sometimes called The Reformer or The Perfectionist. Type 1s are usually ethical, organized, and good planners. They hold themselves to a high bar and notice the things other people often miss while solving problems everyone else would rather ignore.

If you know Lisa, none of that is a surprise, and it’s why clients trust her to keep things on track.

If your family hasn't tried it, take fifteen minutes and do it together. It helped Lisa's kids start narrowing down what they might want to do with their lives, and it's just as useful for adults thinking about switching careers and not sure where to start.

What's your type? Let us know in the comments!

PS: If you want to take the same test that Lisa took, the link is in the comment section.

09/08/2026

We couldn't have done it without you!

We’re thrilled to share that Ark Financial Wellness was named a finalist for the 2026 St. Louis Magazine A-List!

That means for the third year running, we’ve proudly been named among the region’s best businesses, as voted on by community members like you.

We got into this work to help families feel understood and supported when it comes to their money, and none of this happens without the clients who trust us with that. So thank you for the trust, the referrals, and for letting us be part of your story.

We're grateful to keep showing up for you in 2026 and beyond. 💙

09/04/2026

Today marks 13 years since Lisa's mom left us too soon.

At just 63, she lost a two-year battle with Acute Myeloid Leukemia. Even as her body grew weaker, her love for life and for the family and friends around her never did.

Lisa still feels so grateful for the time she had with her mom, the woman who shaped her work ethic, her love for family, and her ability to see the good in people.

As we start preparing for the holiday season (it’ll be here before you know it), we want to encourage you to remember to pause, take a deep breath, and notice the people in your life.

Hug the ones you love. Keep finding joy, the way Lisa's mom always did. We think that's the best way to honor her. 🤍

08/27/2026

Wish Granted
Twenty-one years ago, we said "I do."
A few weeks ago, we found ourselves aboard the Disney Wish with our three kids, surrounded by all the magic, wonder, and reminders that dreams really can come true.
It got me thinking...
The truth is, a great marriage isn't built on wishing. It's built on choosing.
Choosing each other on the easy days and the hard ones.
Choosing grace over keeping score.
Choosing laughter when life gets messy.
Choosing forgiveness when it's deserved... and sometimes even when it isn't.
Choosing to keep growing together, even as life changes around you.
Twenty-one years have brought us three amazing kids, countless memories, a few plot twists we never saw coming, plenty of laughter, and enough inside jokes to fill a lifetime.
Has every day felt magical? Definitely not.
But every year has been worth it.
Happy 21st Anniversary to my favorite adventure partner. Thank you for continuing to choose "us." Here's to many more years of making dreams come true—one ordinary, beautiful day at a time.

Address

11600 Manchester Road Suite 101
St. Louis, MO
63131

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Telephone

+13143539924

Website

https://arkfinancialwellness.com/

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