Living Tree Financial Consulting

05/18/2026

Estate planning is one of the most important gifts you can leave your family — yet according to Google, 63% of Americans still don’t have a will or trust, and another 9% have outdated documents.
Why? Because estate planning can feel uncomfortable, complicated, time-consuming, and expensive.
As your financial advisor, part of my commitment is helping make these important decisions easier and ensuring your plan is up to date. That’s why I’m excited to share a new estate planning solution now available through my practice.
I've partnered with trusted experts to provide a simple, affordable way to address your estate planning needs — and the process can be completed right in my office or through a convenient web meeting.
✔️ Wills
✔️ Trusts
✔️ Powers of Attorney
✔️ Healthcare Directives
✔️ Financial Confidence
If estate planning has been sitting on your checklist, now is the perfect time to take the first step. Call now to schedule!

04/16/2026

2025 was quite the year for me! I got married to my best friend!

After the wedding bells comes the practical stuff:
~If you changed your name, updating all of your accounts
~Updating your beneficiary designation
~Talking with a tax professional to understand your new tax bracket
~And most importantly, working with a Financial Advisor to give you guidance toward reaching your goals!

There's never a better time to start than right now! Send an email to [email protected] if you are interested in setting up a complimentary consultation.

(Photo Credit: Photography by Cambrae )

02/17/2024

Ready to take control of your financial future? 💼💰 Book a complementary consultation today and let me be your guide towards financial success! 🚀🌟

A chat about your goals and why you're seeking a Financial Advisor.

03/23/2023

I hope to see lots of you there tomorrow!

03/17/2023

Do you have more in the bank than the FDIC will insure?

Here's a great article about options to make sure your money is protected.

Bank failures don't happen frequently, but they do happen. So it's important to learn how to safeguard all your money under the FDIC insurance system.

03/02/2023

02/23/2023

It's a snow day! Stay safe and warm!

This picture was taken of the walnut tree at my parents home. Let's see your pictures of this winter wonderland!

11/26/2022

Small business is the backbone of our economy and funds many of our lifestyles. Support a small business today!