Willow’s Post

Should you talk to young children about the wealth you have, or will they become spoiled? Do you assume a family member will (or won’t) take over your business? Talking to family members about your wealth can be daunting—fraught with unspoken expectations, hidden assumptions, and generational differences. But the conversations are vital—particularly when they involve these six common “inflection points” as R360 Managing Partner Michael Cole calls them. These are predictable life events you and your family can and should prepare for. https://lnkd.in/epVKkUhv

Thoughtfulness Thursday:Money tips🪴 Ask ourselves a question today!!! Do I have enough money saved in case of an emergency? If the answer is No, don’t worry. You are not a lone! I was there had no savings habits, and no nothing to have a financial Professional Coach! I learned in very hard way! The good news is that it’s not too late. I'm here your trusted Certified FINANCIAL Professional to help you and equip you getting there. I am thankful..... Looking to start?? Let us sit down to create your very own strategy on how to start savings your house foundation step... Usually, savings for a rainy days which is is 3-6 months of your income saved up..... All is a complimentary, we believe everyone deserves help and support. Our mission is No women left behind and no family left behind. Our vision is to educate, empower and provide 100 million women to become financially educated, elevating 10,000,000 women to achieve their financial independence, uplifting one woman community at a time. Remember, we all carry the seeds of hope and gifts of life to others💚🪴 #Mindfulness #wellbeing #givingback #financialliteracy #wellness #empowerment #empoweredwomen #vision #purpose

🎙️ What does a Certified Financial Planner (CFP) actually do? And do you need one too? We sat down with first-gen CFP, Diana G. Yañez, MA, CFP®, RLP®, in our first public Ask Me Anything. Diana broke down the role of CFPs and why they’re vital for first-gen wealth builders. Why work with a first-gen CFP? 👉🏽 Expertise: CFPs undergo years of rigorous training, exams, and ethical standards. Basically, they know all the fine print. 👉🏽 Real-life experience: They’ve seen hundreds of financial scenarios, including the hairiest first-gen struggles, and can provide personalized advice. 👉🏽 Alignment: First-gen CFPs help align your money with your values, whether you're setting up retirement, starting a business, or supporting multi-generational family. At New Dimes Network, we understand the challenges of finding financial guidance that resonates with the first-gen experience. That’s why our members have access to private AMAs with experts-in-residence like Diana, plus an anonymous mailbox for wealth questions. No pressure. Just real, relatable support. 🔑 Ready to take the next step? Learn more, here: newdimes.co/network #FirstGenWealth #CertifiedFinancialPlanner #NewDimesNetwork #WealthBuilding

Take a few deep breaths and imagine achieving your dreams, big or small. Maybe it's finally landing your dream job, raising a happy and healthy family, starting a business, or securing a comfortable retirement. At Abeona Wealth, we believe everyone deserves that chance. We empower people going through life's most defining moments. Whether you're a single woman charting your career and financial future, a parent advocating for your growing family, or a new retiree ready to start your second act, we're here for you. #AchieveYourDreams #Empowerment #FinancialPlanning

Take a few deep breaths and imagine achieving your dreams, big or small. Maybe it's finally landing your dream job, raising a happy and healthy family, starting a business, or securing a comfortable retirement. At Abeona Wealth, we believe everyone deserves that chance. We empower people going through life's most defining moments. Whether you're a single woman charting your career and financial future, a parent advocating for your growing family, or a new retiree ready to start your second act, we're here for you. #AchieveYourDreams #Empowerment #FinancialPlanning

As our wealth grows, so does the complexity of managing it. We understand that wealth is composed of various types of assets such as: 🌻 Cash 🌻 Shares 🌻 Businesses 🌻 Properties etc. It is a unique challenge for High-net-worth individuals (HNWIs) especially Muslims because the underlying complexity of the varying assets goes deeper into the ground and the distribution of assets is closely linked to religion. Some of the probing questions that come to mind may include: ❓ Who would become my successor? ❓ How can I distribute my assets and wealth to my loved ones? ❓ How can I continue my philanthropic activity after my passing? ❓ How can I effectively manage tax and zakat for all my assets? ❓ How can I clear off all debts while still alive? Through a holistic view, HNWIs can create a comprehensive strategy focusing on: ✅ Wealth preservation ✅ Tax efficiency ✅ Succession planning This proactive approach allows HNWIs to safeguard their financial legacy and provides peace of mind, illustrating how tailored financial planning can empower HNWIs to navigate their complex financial landscapes successfully. Recently, a High-Net-Worth couple approached us and shared their major concern about the well-being of their special needs daughter. As parents, their goal is to ensure their daughter is financially supported and her well-being is well taken care of after their passing. The goal is achievable after laying off a solid foundation which can only be done via holistic financial planning. What’s your story? I’d be happy to have a chat to unravel your complex scenario 🍀 #LRcommunity #smartinvestingforsmartinvestors #wealthvantageadvisory #licensedfinancialplanner

At Coalition9, we believe that good people need to know good people. It's what makes our C9 Community thrive. Today we're highlighting how one of our Community Supporters can help YOU thrive in business and in life. Community Supporter Highlight: ⭐CAISSA Wealth Strategies⭐ Caissa Wealth Strategies acts as your personal CFO. They are dedicated to understanding your unique wealth and legacy aspirations, simplifying life's financial complexities. They offer dynamic wealth strategies tailored to your long-term goals. As a fee-only investment firm, CAISSA's commitment is to provide exceptional service, always. Through life’s transitions, they are your partners. Whether it's selling a business, planning succession, creating a legacy, navigating life changes like death or divorce, supporting executives on the move, planning retirement, or preserving family wealth, CAISSA is here for you. Experience the CAISSA commitment – where your wealth meets your values. Contact them today to see how they can simplify your wealth. Link in comments🔗 Kelly S. Olson Pedersen, CFP®, CDFA #c9communitysupporters #caissa #caissawealthstrategies #CFO #financialplan #financialplanning #investments #investmentstrategy #planyourlegacy #wealthstrategies #longtermfinancialgoals #financialgoals #investmentfirm #sellingabusiness #successionplanning #creatinglegacy #lifechanges #retirementplanning #caissacommitment #thriveinbusiness #thriveinlife #communityleaders #thepowerofnine #goodpeople #webuildyourtribe #coalition9

Dear parents and caregivers, welcome to a journey of financial empowerment for our children. Let's explore how we can instill this invaluable lesson from today’s quote in our children and set them on the path to lifelong financial well-being. Contrary to popular belief, financial success isn't solely measured by the amount of money earned. Instead, it's about the ability to effectively manage, preserve, and grow one's financial resources over time. By imparting this understanding to our children, we empower them to adopt a holistic approach to money management that prioritizes long-term stability and growth. 💰✨ Teaching the Importance of Saving Begin by emphasizing the importance of saving money as a cornerstone of financial success. Encourage children to set aside a portion of their earnings or allowances for savings, emphasizing the value of delayed gratification and building a financial safety net. By instilling the habit of saving early on, we equip children with the foundation for future financial security. 💰✨ Fostering Smart Investing Introduce children to the concept of investing as a means to grow their wealth over time. Emphasize the importance of making informed investment decisions and diversifying their portfolios to manage risk effectively. By teaching children to invest wisely, we empower them to harness the power of compound interest and achieve their long-term financial goals. 💰✨ Encouraging Responsible Spending While earning and investing are essential components of financial success, responsible spending is equally crucial. Teach children to differentiate between needs and wants, and encourage mindful spending habits that align with their values and financial goals. By instilling a sense of financial discipline, we empower children to make conscious spending decisions that support their overall financial well-being. As parents and caregivers, it's our responsibility to impart valuable financial lessons to our children that extend far beyond the realm of earning money. By teaching them the importance of saving, investing, and responsible spending, we equip them with the tools they need to achieve true financial success—wherein lies the ability to keep and grow their wealth over time. Let's embark on this journey together and empower our children to navigate the complexities of finance with wisdom and confidence. #growingthemoneytree #financetips #financialeducation #financialliteracy #investing #investingforbeginners #financialliteracyforkids

What's your 'why' and why does it matter? So often I hear from people "I need to improve my financial situation". "I just want to save more, start investing and grow my money. How do I do this?" My answer starts with - Why? By that I mean WHY are you wanting to improve your situation? Because once we discover your 'why', we can make you achieve it. It all starts with understanding your aspirations. - Is it to buy a home? - An emergency fund? - Travel the world? - Build a wedding fund? - Put aside money for childcare costs? - Start a business? - Retire comfortably (or early)? It can be all of these, or one or two things. Or completely different goals altogether But Understanding your motivations behind WHY you want to save more and grow your wealth helps you set meaningful financial goals and actually achieve them. That 'Why' will help you: 1. Get SMART on your financial goals as they can broken down into more manageable chunks with a clear timeframe and criteria for how you'll get there. 2. Enable you to allocate your money into different 'buckets' to ensure you get the maximum return for when you need to access that money (The Finance Well way). 3. Prioritise and focus and enable you to put your efforts into your most important financial objectives and how to reach those ones quicker. If you're in this position spend time thinking through your Why for wanting to grow your money and drop me a DM if you're in need of focus. #financialgoals #mindset #focus #savingmoney #Dubaibusiness __________________________________________________________________________________ Hey, I'm Beth your financial mentor and coach. ➡ Follow for more financial wellness tips and advice.

Financial Guidance for Mothers: Investing in Your Family's Tomorrow! My financial journey with children... In the heart of every home lies a mother, the unwavering pillar of strength and love. Yet, behind her warm smile and gentle embrace, she carries a silent burden – the weight of financial struggle. Tackling multiple tasks, my brows furrowed with worry as I counted every penny, stretching it to cover the essentials for my children. With each passing day, the stress tightened its grip on me, a heavy cloud casting shadows over my family's joy. Yet, amidst the adversity, I remained resilient, my love a beacon of hope guiding me through the darkest of times. Despite the scarcity, I would give abundantly – not in material wealth, but in the richness of my affection, my sacrifices were a testament to the depth of my devotion. My children may not comprehend the gravity of my sacrifices, but they feel the warmth of my love, the reassurance of my embrace. In my struggles, I teach and have taught them resilience, empathy, and the value of perseverance. Though the road may be filled with challenges, my unwavering spirit shines as a beacon of hope, lighting the path toward brighter tomorrows.