Impact Wealth Management

04/16/2024

Can you recognize your Wealth Management Advisor in these pics? We won company of the year, partnered with our volunteer coach from General Dynamics! Most of us were Juniors and Seniors in high school….can you guess what product we sold?

05/20/2022

Opportunities for joy and connection - keeps our mind, our spirit, and our bodies healthy! Longevity and lifestyle planning go hand in hand with Wealth Planning. We take a wholistic approach that involves addressing all the possibilities and working together on your goals.

Opportunities for joy and connection - keeps our mind, our spirit, and our bodies healthy! Longevity and lifestyle planning go hand in hand with Wealth...

01/22/2021

These tips all hit home with me! Personally, I have paid better attention to my sleep schedule and increased my vitamins and supplements to include D3 and more Magnesium. Also, I'm getting more consistent at my meditation time (I use a prayer app called Abide - it has beautiful lessons in 5, 10 or 15 minute segments) but I have to remember those deep breathing techniques! All of these tips can lead to better MEMORY, immunity, and an overall reduction in stress....who couldn't appreciate more of that in their life?

Dr. Berzin believes tapping the power of lifestyle choices can not only reverse and prevent disease, but can optimize your health for the cold days ahead.

12/12/2020

WOW! Thank you for your generous hearts!

12/04/2020

Coat Closet Confessions.....if y’all have been to my house, you know this is actually the most organized closet I own - I think I have A LOT of confessing to do.....

12/04/2020

Season's Greetings and Merry Christmas!

Despite the challenges faced this year, I've been really blessed and fortunate to have health for me and my family. However, I know others in my community continue to struggle in a variety of ways. One of my passions is making an impact for families that are dealing with or recovering from domestic violence - and often the financial hardship or poverty that results in their escape.

Beginning Monday December 7th through Friday December 18th, I'll be gathering gently used coats, clothes and shoes in the office. Items are needed for women, men, and children (think babies to older teens of all sizes). These items will be donated to Genesis Women's Shelter Genesis Women's Shelter & Support- and provided through the Benefit Thrift Store Genesis Women's Shelter Thrift Store where all Genesis clients shop at no cost. If you'd like to learn more about Genesis:

https://www.genesisshelter.org/about/

Up next – go check out the two videos - the next post has one entitled "Coat Closet Confessions" that I hope will give you a chuckle and I'd really appreciate you telling me yours looks the same or worse 😊

Thank you – the deep relationship we have is so valuable to me and I appreciate every opportunity to engage with you!

11/28/2020

Happy Thanksgiving! I’m thankful for YOU!

11/16/2020

Who can identify with the challenges of "hold the phone away" and "which glasses can I see this thing with?". Also...who else is asking themselves the deeper questions as we age "am I making an impact on the world in the ways I'd hoped and dreamed?" or "how do I recover from this major life change that I really DID NOT want?" and "how do I engage meaningfully with the people I love when the world seems upside down and scary?". These thoughts are connected to most of our lives at one point or another.

My mission is LIFE, Legacy and Financial Planning - with a focus on quality of life and finding joy and value in how you invest your most important finite resource - your time. Let me know if you have questions about how to cope and thrive in each phase of your journey!

Help your clients cope with aging by sharing insights about the role of resilience, relationships, money and career as we get older.

11/12/2020

“We remember those who were called upon to give all a person can give, and we remember those who were prepared to make that sacrifice if it were demanded of them in the line of duty, though it never was. Most of all, we remember the devotion and gallantry with which all of them ennobled their nation as they became champions of a noble cause” - Ronald Reagan