Evolution Financial LLC

A big thanks to my clients for participating in a toy drive for The River Food Pantry! We are all so happy to help The River deliver joy to families in our area!

It was great being on Let's Get Local with Jason Hafeman last Saturday morning! We had an opportunity to talk about life transitions and how finances can complicate things, as well as our normal banter about all the wonderful things happening in and around Madison.

Evolution Financial's part starts at the 21-minute mark.

Minding My Black Owned Business Pop-Up, Coffee Fest (and more), Evolution Financial & the 4 year Deltaversary | Civic Media Jason keeps you informed about some great local events like Minding My Black Owned Buiness Pop-Up (with Latia Warren of La'Karron Beauty Elements) and Coffee Fest and More (with Meghan Stern of Dane Buy Local). Sue Peck owner/founder of Evolution Financial talks life transitions where a financial pl...

I'm proud to be on Devil Radio's Let's Get Local show the second Saturday of every month. It gives me an opportunity to do a market update and talk about some things that might be of interest.

While news moves fast these days, here's my appearance from June 11. Evolution Financial's portion starts at 13:30.

https://www.devilradio927.com/podcast/6-11-22-lets-get-local/

Once a month, I have the pleasure of being on Let's Get Local on Devil Radio 92.7. Listen in this morning at 11:45 to catch up on this week's economic news!

Happy Giving Tuesday! There are so many amazing organizations out there who could use some support, and I have pledged to donate a portion of my revenue every year. Since this wouldn't be possible without my clients, I ask them to vote for their choice out of three.

This year they chose Alliance for the Great Lakes, which is a nonprofit dedicated to protecting the waters of the Great Lakes.

The other two organizations people could vote for were Path Forward, which is an organization helping people restart their careers after taking some time off for caregiving, and Carbone Cancer Center, which is a cancer research center. I will link to both of those organizations in the comments.

If you are so moved, I encourage you to share some of your resources with organizations you care about.

Home - Alliance for the Great Lakes The Alliance for the Great Lakes works to protect the Great Lakes for today and tomorrow. Learn how to get involved today.

After a year of study and practice, I'm proud to share that I have earned my Registered Life Planner® designation.

While I have always taken a goals-based approach to financial planning and when managing clients' portfolios, this work with the Kinder Institute of Life Planning has helped me understand how to dig deeper, to help us discover those inner passions that drive us forward.

Your financial plan is centered around YOU and your goals and passions. I love these meaningful conversations I have with clients, and I love seeing the energy that helps people accomplish goals they never thought possible before.

Planner Profile — Kinder Institute of Life Planning