Spark Financial Advisors

Managing your finances doesn’t have to be a burden. At Spark, we specialize in easing the mental load of financial planning and investing for successful women. So focus on what you love and engage us to handle the financial strategy & minutiae. Book a call today to discover how we can help you achieve financial clarity and peace of mind!

Your voice has power & at Spark Financial Advisors we value it. Spark was launched with a vision of changing the world of financial advice to make more inclusive, to lead with listening, and to help women expand their economic power. We’re here to listen, support, and walk alongside you as you shape your own future. Your voice and best interest guide everything we do!

In a world that never stops moving, it's okay to pause. 🪷 This #WorldMentalHealthDay, remember rest is not a reward, it's essential. You are worthy of peace, time, and care. We encourage you to take time to do things that make you happy, because you are more than your productivity. Pursue your passions outside of work, participate in regular physical activity, and prioritize your sleep and nutrition. These are just a few of the many ways you can begin improving your mental health!

Happy National Women’s Small Business Month from Spark Financial Advisors! As a proud woman-owned business, we’re celebrating the power and resilience of female entrepreneurs everywhere. Here’s to all the amazing women making their mark!

Imagination, creativity, and curiosity are powerful tools that can guide you to new possibilities. Do you have a strategy in place to make sure your finances can support you vision for you life?

Don't forget! If you filed a tax extension for 2023 for your personal tax return, the final deadline is October 15th. Make sure to submit your tax return on time! #TaxDeadline #TaxPlanning

Considering whether to stick with your SIMPLE IRA or switch to a 401(k)? The clock is ticking as SIMPLE IRAs have specific employee notification requirements and have to be terminated on a calendar year cycle. Here are some things to think about: 1. Lower Contribution Limits: SIMPLEs have lower contribution limits than other plans, which might not be enough for your retirement savings goals. 2. No Roth Option: SIMPLE IRAs don't offer a Roth option, limiting your tax planning flexibility. 3. On the flip side, SIMPLEs are easy to administer. Alternatives like SEP IRAs or Solo 401(k)s can offer higher contribution limits and more flexibility when it comes to employee contributions. We can help you explore other options that better serve your retirement saving goals!

Spark is passionate about helping busy women find a healthy work-life balance! Women often juggle demanding careers, family responsibilities, and personal aspirations. Managing finances shouldn’t add to the stress. From automating your savings to outsourcing tasks like cleaning and meal prep, there are multiple ways that can help reduce your mental load. Pro Tip: Leveraging professional financial advice can help you navigate the complexities of wealth management, giving you time to focus on what truly matters to you! Ready to take control of your wealth and enjoy a balanced life? 💫 Let's make it happen together. Book a call with us online today!

Want to get the most out of your home sale? Find out how your home improvements can translate into serious tax savings. Our new blog post, "How to Turn Home Improvements into Tax Savings: A Seller's Guide," explains the significance of calculating your home's cost basis. Don’t leave money on the table—learn how to make your upgrades work for you and maximize your home’s value!

Today marks 4 years since our very first team member joined Spark! Starting part-time during college and stepping up to full-time in May 2023, she’s been the steady hand behind so much of what we do—from solving operational puzzles to keeping our social media on point. We’re incredibly grateful for all the ways she keeps us running smoothly. Here’s to many more years together!