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Tag: Millennial Financial Advisor

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Financial Advisor vs. Money Coach

April 6, 2021by Maureen.WrightLeave a Comment on Financial Advisor vs. Money Coach
Financial Advisor vs. Money Coach

What's the difference? I’ve gotten this question a few times now, what is the difference between a financial advisor and a money coach?  My best guess as to why I’ve seen this question pop up more and more is the increased presence of money coaches on social media. I’ve noticed this as well. Some money [...]

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Revisiting SMART Goals

January 12, 2021by Maureen.WrightLeave a Comment on Revisiting SMART Goals
Revisiting SMART Goals

One of my first ever posts on this blog was on goal setting. A topic you all know is near and dear to my heart. I’ll link the original post here but it was time for a refresh which brings us to this new (and hopefully improved) post on SMART Goals. The past few weeks [...]

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On To the Next One…

December 7, 2020by Maureen.WrightLeave a Comment on On To the Next One…
On To the Next One…

I love a good financial goal. I love the process of creating the goal using the SMART method and using strategies like sinking funds to accomplish said goal. While those exercises are fun, my absolute my favorite part of any financial goal is accomplishing the goal. Last month, my husband and I accomplished a big [...]

Finance, Uncategorized

Working with a Financial Advisor

July 13, 2020July 15, 2020by Maureen.Wright1 Comment on Working with a Financial Advisor
Working with a Financial Advisor

What does it mean to work with a financial advisor? This is a question I will get from time to time when introducing myself at networking events and parties. I take for granted, growing up with a financial advisor as a father, that not everyone understands what a financial advisor does and if it makes [...]

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One of the best winter accessories.
I brought Elizabeth into the office at the end of 2021 and it was a very productive trip…evidenced by her being completely tuckered out!
Finally sharing the details for Elizabeth’s sweet floral inspired nursery.
Miss Elizabeth Marie made her debut on October 1st!!
As you all may know, we are welcoming a bundle of joy next month! I’ve been staying busy getting ready for our little love bug and wanted to share specifically how we’ve been “baby proofing” our personal finances.
Showering Baby Wright with so much love today! September will be here before we know it!

Recent Posts

  • Take Your Daughter to Work Day
  • Home Tour: Elizabeth’s Nursery
  • We’re Expecting! Financially Preparing for a Baby
  • Financial Advisor vs. Money Coach
  • What’s a 529?

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