Impact Wealth Management

09/08/2026

🍁 It’s fall review season—one of our favorite times of year!

And not just because of the changing leaves. It means we get to sit down with so many of our clients, catch up on life, and make sure their financial plan is keeping pace with it.

We typically meet with our clients 1–2 times a year to talk through what’s changed, what’s coming up, and whether there are any adjustments we should make along the way.

Because a lot can happen between reviews. Retirement gets closer. Families grow. Travel plans get made. Priorities shift. Sometimes life throws something at you that wasn’t part of the plan at all.

That’s why these meetings are about so much more than investments and account balances. They’re a chance to catch up, hear what’s happening in your world, and make sure your plan continues to reflect what matters most to you.

And that’s really what financial planning is all about—building a plan for your money around the life you actually want to live. ❤️

09/03/2026

📚 Join Us for Book Club! 📚

We're looking forward to gathering next Thursday, September 10th, at 5:30 p.m. for our next meeting!

Ink & Insights is more than a traditional book club.

It's a community of readers who come together to share perspectives, enjoy meaningful conversation, and build connections through a shared love of books.
Each quarter, we choose a theme to guide our reading selections, allowing us to explore a variety of genres, authors, and ideas.

This quarter's theme is **Africa**, and we're excited to hear everyone's thoughts and insights.

Whether you're a longtime member or thinking about joining us for the first time, we'd love to have you!

If you'd like to attend, send us a message and we'll provide the location details.

We hope you'll join us for an evening of engaging discussion, connection, and great company.

See you next week!

08/19/2026

Estate planning isn’t always the easiest topic to talk about but it’s one of those conversations that matters.

That’s why we dedicated the latest special edition of our quarterly newsletter entirely to estate planning.

We’re covering things to think about, conversations worth having, and details that can be easy to overlook.

Want a copy? Send us a message and we’d be happy to get one to you.

And if you’d like to receive future editions of our quarterly newsletter, let us know and we can add you to the list!

Sometimes the hardest part is simply getting the conversation started.

We hope this edition makes that a little easier.

08/17/2026

📖 Have you read Retire With Joy! yet?

It’s been a while since we’ve shared this, and with some new faces around here, we thought it was worth bringing back!

Through years of conversations with people preparing for retirement, Richelle recognized that there’s more to this transition than simply having a financial plan in place.

Retirement can bring plenty of questions about savings, income, and financial planning but it can also bring some bigger ones: What will my days look like? Where will I find purpose? What am I looking forward to in this next chapter?

Those conversations inspired her to write: Retire With Joy! Mentally and Financially Preparing for the Time of Your Life.

Because retirement is about more than the numbers.

If you’re approaching retirement, already there, or know someone who is, we’d love for you to check it out!

📚 Let us know if you’d like a copy of Retire with Joy! (for yourself or a friend).

08/14/2026

Some of the most important work we do for our clients happens quietly behind the scenes.

This week, Heather spent two days in annual training; learning, refreshing, and staying up to date on the tools and processes that help us care for our clients well.

You may never see this part of the work, and that’s kind of the point. Our goal is for the experience on your side to feel simple, thoughtful, and well-supported.

Continuing to learn and improve is one small way we work toward that. Because the relationships we build with our clients matter to us and so do all the little details that help us serve you well. 🧡

08/12/2026

🌟 Share Your Story! 🌟

We love highlighting the good that’s happening in the world and the amazing people behind it.

Are you spending time giving back, supporting a mission you care about, or doing something that brings you joy and purpose?

We’d love to hear about it!

Just send us a quick note - we’ll follow up with a few easy questions. No pressure, no perfect words needed.

📸 Bonus points if you include a photo of you in action!

Together, let’s inspire each other to live more fully and shine a light on the kind of impact that truly matters.

08/10/2026

Around the Impact office, we love sharing a good book - which is how our little lobby library came to be.

The shelves are filled with some of our favorites: business, personal finance, personal growth, and, of course, some just-for-fun fiction too.

If you’re in the office and see something that catches your eye, take it with you! Bring it back when you’re finished, or pass it along to someone else who might enjoy it.

Now we’d love to hear from you: What was the best book you read this summer? We’re always looking for something good to add to our reading list! ☀️📖

07/28/2026

For many people, their 50s are a time of new opportunities and new financial decisions.

The kids are becoming more independent. Your career may be in its highest earning years. Maybe the mortgage is almost paid off. After decades of juggling careers, raising families, and stretching every dollar, life can start to look a little different.

But something else happens in your 50s.

Retirement goes from feeling like "someday" to feeling much more real.

And with that often comes a whole new set of questions:
• Have I saved enough?
• What should I be doing now?
• Am I missing anything?

That's why we're kicking off our new 3-part blog series: The Financial Checklist for Your 50s.

In Part 1, we cover four important areas to consider as retirement gets closer:
✔️ Thinking about retirement income—not just retirement savings
✔️ Understanding what your lifestyle actually costs
✔️ Taking advantage of catch-up contributions
✔️ Reviewing whether your investments still align with your goals and time horizon

Our goal is to help you prepare thoughtfully for the financial decisions that come with retirement.

📖 Read Part 1 here:

This article is the first in a three-part series designed to help you prepare for retirement during one of the most important decades of your financial life. In Part 1, we'll focus on building the financial foundation—your retirement income, spending, savings, and investments. In Part 2, we'll tac...

07/15/2026

07/13/2026

When we talk about estate planning, most people think about money.

But recently, Richelle came across something while researching our family's history that stopped us both in our tracks.

It wasn't an inheritance.

It wasn't a family heirloom.

It was something left behind by a woman who never married and never had children and decades later, it still has the power to impact generations of people she never knew.

In this video, we share that story and why it changed the way we think about legacy.

Heather and Richelle chat about the things we leave behind and why ...