Camille Koppenberg - Wealth Advisor

I’m so excited for this next gardening season! We ripped out our strawberries last year. Looking forward to grabbing new starts!

We have some exciting news for you…we are open Sundays starting March 12 (this weekend).
Sunday 9am-5pm
Monday-Saturday 8am-5pm
We’ve added lots of new veggie starts to the stand this week along with fresh loads of colorful annuals and perennials - starting to look like spring! 🍭

What is happening?

Women have surpassed men in earning college degrees and doctorates.

Women are earning more.

Women are earning more than their husbands at an increasing rate.

Women are starting businesses at twice the rate of men.

Women are more likely to be single than a generation ago.

The world is changing and will continue to change more quickly.

While the wage gap is still a reality, women are catching up in earning the money and making decisions about it.

Steps to take to make your money work for you:
✔Get organized
✔Review your cash flow
✔Review your budget
✔Set financial goals
✔Stick to a process
✔Ask questions

When you line up your money decisions with the things that you value, your focus shifts. Your money becomes purposeful.

Ask yourself: "What types of purchases bring me the most joy? What types of purchases do I often regret? Is it possible to reduce or eliminate the purchases I often regret?"

Small action: eliminate a subscription you don't find value in anymore. (TV, monthly makeup box, etc...)

Big action: Review your January purchases. Rank them from what brought you the most joy to the least joy.

Having a vision creates a path for the future. On our morning call this morning advisors talked about what they are changing for 2023. Many talked about changing their mindset. It's incredible how we can control a lot by our thoughts.

As you are reading this ask yourself "How do I feel about my money right now?" Then ask "How do I want to feel?"

What would your first step in achieving that feeling?

As advisors, we focus a lot on save, save, save. But as you think about this first step, be open to thinking about how you can spend your money in a way that aligns with your values.

recently tweeted about a client of his who is facing health issues 9 years into retirement. Justin says "it's situations like his that confirm my belief it is just as important to experience today as it is to prepare tomorrow".