Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.
Subscribe to our monthly newsletter, filled with financial tips and relevant information, and we will email you a FREE CASH FLOW WORKSHEET so that you can visually see where your money is going!
Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.
Recommendations will be developed and presented to the client, so that they can easily be implemented. Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.
401(k) An employer sponsored retirement plan with automated contributions through your paycheck. Many employers offer to match a portion of what you save (=free money). Maximum contribution for 2019 is $19,000, and $25,000 if you are 50 years or older. Many plans offer a Traditional and a Roth option. The Roth 401(k) is not limited
SOLO 401(k) May be suitable for self-employed individuals or business owners with no full time employees except for a spouse. Allows you to save as both employer and employee. Maximum contributions limits for 2019 are $19,000/$25,000 (if 50 or older) as employee, AND up to 25% of income as employer, up to a total of
ROTH IRA (INDIVIDUAL RETIREMENT ACCOUNT) Maximum contribution for 2019 is $6,000, and $7,000 if you are 50 years or older. Contributions can be made for the previous year until April 15th of the following year. You must have earned income, or a spouse with earned income to contribute. Contributions do not lower your taxable income
TRADITIONAL IRA (INDIVIDUAL RETIREMENT ACCOUNT) Maximum contribution for 2019 is $6,000, and $7,000 if you are 50 years or older. Contributions can be made for the previous year until April 15th of the following year. You must have earned income, or a spouse with earned income to contribute. Contributions can lower your taxable income now,
SEP IRA (SIMPLIFIED EMPLOYEE PENSION) May be suitable for self-employed individuals and small business owners who would like to contribute more than the Traditional and Roth IRA contribution limits.\ Typically has less start up and ongoing costs than a 401(k). Maximum contribution limits for 2019 are the lesser of 25% of income, or $56,000. Employer
TRIANGLE POSE Ever since I was a young girl, three has always been my favorite number. Its symbolism appears quite frequently in religion, fairy tales, mythology, and literature. Even yoga contains the trinity of mind, body, and spirit. Trikonasana is one of the fundamental poses in yoga, and it is meant to bring the mind,
CHAIR POSE-UTKATASANA In English, we call Utkatasana, chair pose, because it looks as if we are sitting back in an imaginary chair. And while we tend to think of sitting down in a chair as taking a load off, sitting back in an imaginary chair is harder than it appears. In Sanskrit, Utkatasana doesn’t actually
WARRIOR Warrior Pose (Virabhadrasana) If you’ve ever attended a yoga class before, then it’s very likely you’ve stood in Warrior Pose. It’s one of the most common postures practiced in traditional yoga, today. Translated from Sanskrit, Virabhadrasana literally means “Hero Friend” pose. Virabhadra was a fierce warrior who saved the day in an ancient mythological
DOWNWARD FACING DOG Buy Low, Sell High! One of the most time-honored pieces of financial market advice is to “buy low and sell high.” This means that we want to buy into investments at low prices, and then sell them at higher prices so that we can realize a profit. Makes simple sense, right? Yet,
NO MUD, NO LOTUS Money Messages from the Mat (Part One) Welcome to the first digest of the “Money Messages from the Mat” series. Over the next several weeks, I’ll be taking one yoga pose at a time, and showing you how to apply the lessons we learn from these postures, out into the real
Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, ID, MA, MD, MI, MO, NC, OH, TX, VA, WA.
