Beverly Kimball - Financial Advisor

08/28/2024

Check out our upcoming event!

We never want to think of ourselves as getting older, but life has a way of sneaking up on us.

Invite a friend and join us at our upcoming event:
Caring for the Caregiver - Navigating the Caregiver Journey

You can register on our website:
www.consilium-financial.com/events

NEW UPCOMING EVENT!
Caring for the Caregiver - Navigating the Caregiving Journey

Join us for an evening of good food and education and learn about:
* The 7 Signs of Dementia - What to watch for and when to engage
* At Home Support to a full care facility - What you need to know
* Protection when it's most needed - How to plan for the LTC need

Did you know that 7 out of 10 people that reach age 65 will need some sort of long-term care?

Invite a friend and see how knowledge can make a big difference on how you live your best life in retirement.

Register to reserve your spot:
www.consilium-financial.com/events

07/29/2024

Time away. I took a week away from my business to recharge and celebrate with friends. This is the first girls trip that I've ever taken. I invited a couple of my friends to join me for some summer fun in Cabo and we had a great time!

If you haven't worked vacation into your financial planning be sure to make space for that. It is a great way to refresh and put a little back into your energy bucket.

Besides, it is always good to reconnect with friends. Just remember...what happens on vacation...stays on vacation 😉

06/13/2024

The College Transition...Evokes Excitement and Trepidation all at once.

Going off to college takes a lot of thought and planning.

From what is your student interested in for a field of study and how will that set them up for a great career opportunity once they graduate, to what is the best school and how much is that going to cost?

There are ways you can save on the college experience by starting early in the process. There are also ways to get the best advantage on tax savings for you. Worried about how to continue to save for retirement while supporting a child in their college endeavor? You've got options.

If planned for early, you have a lot more options. If up to the wire on getting things done, planning can help you see what options are out there and help you navigate them with confidence.

Want to talk? Give me a call. I'd love to see what the future holds for your young adult.

06/12/2024

So proud! Our son has moved to the next chapter of his life and I am so incredibly proud of all he has achieved.

High school is tough. Learning to relate, connect and interact with so many people after trying to study from home during the pandemic didn't make it any easier.

Figuring out what you want to do for the rest of your life is also really intimidating. For my son though...he's always known what he likes.

Taking a college program while a high school senior in that field of study confirmed it. Especially when it meant adding 2 hours of bus riding every day to do it.

I know he's going to succeed because he's already pushed through to get what he wants. That won't end with his graduation.

He inspires me to push harder when things get tough to get where you want to go. Dreams are worth chasing, no matter how much extra effort you need to dedicate to achieving them.

I am so happy for you and look forward to hearing about all your future successes. There's going to be a lot of them. Way to go son.

05/28/2024

Confidence comes in different ways to all of us.

We are so proud of our son. He has achieved his first graduation night of his senior year, learned some great skills and enjoyed the work while doing it.

All that said, what will stick with me was when he said how he felt when his teacher asked him to come back in the future to talk to new students about how this course gave him an added boost to get into his college of choice.

He realized that talking in front of a group of people about a topic that you and the group care about, makes it a lot easier, and that boosts your confidence. Not normally one to step in front of a room to speak, he is excited for that opportunity.

We are so proud of him and we can't wait to see where his life goes from here! Way to go!

04/24/2024

So Happy to be a sponsor this year for the WCEL Gala. The Whatcom Center for Early Learning helps the youngest members of our community and their families get off to a great start in life. If you are free, come and support them at the Gala this year!

We are excited to announce Consilium Financial as the "Champagne Sponsor" for our 2024 Roaring 20s Gala! Consilium Financial is a local team of financial advisors in Whatcom County. They offer services such as investment management, goals based financial planning, and business retirement planning.

We can't wait to celebrate with you on June 1st!

Find out more about how they empower you to confidently make financial decisions, based on your values, so you can boldly pursue your financial goals on their website: https://consilium-financial.com

04/08/2024

They're your dreams...what's holding you back?

Often, we get bogged down in the day to day and our dreams get lost in the shuffle. Though something's got to give, don't let your dreams suffer.

What are your top 5?

Think hard on your top 5. What caused them to drop down on the importance list? Is it time, work-life balance, or maybe its money? Whatever it was, pause, refocus and move them up to the top again.

If you need a place to start, here are some keys:
· Make a list of your goals – Go big, fill up a sheet of paper.
· Pick your top 5 – Circle them so they stand out.
· Put them in order – What is at the top of the list, what’s next?
· Identify success – What do you need for each one to succeed?

Now that the thoughts are rolling, write them down. Take the next 5 days and think through one each day. Identify what success looks like and how you can achieve it for each. From here you can take steps, tackle the challenges, and make those dreams a reality.

If those challenges are money related and you want to talk them over, give me a call. I love a good puzzle. We can identify the pieces, make a plan to put them together and create your dream picture.

Let me hear about your top 5. Talking about them helps make them more real. Drop a comment below with one of your goals and why it made the list.

Is it time to make your top dream a reality?

03/25/2024

Check out our new event! Women, this one is for you!

One of my goals is to connect women in our community and support them with opportunities to learn, grow, and build wealth to support all the goals in their lives.

We are stronger together. Come and join me at our Savvy Women Smart Investors Event. Registration is open now. The event is coming up in May. Reserve your spot and invite other women to join you.

Savvy Women Smart Investors
If you are a Woman in our community, this event is for you!

Empowering Women in Our Community: An evening filled with
inspiration and learning about financial challenges unique to women.
Knowledge is the key to getting ahead in life!

Bring a friend and join us for a fun evening of wine and appetizers and an inspiring discussion led by successful women in finance.

03/25/2024

Can your portfolio handle the next market downturn?

We are experiencing all-time market highs, and you may have seen your portfolio balance recover from the last market downturn. This is great news! We all love to see the bottom line growing when it comes to our investments.

Is this going to continue?

While we can’t predict what the market is going to do, we can take a close look at what a downturn would mean for you and your portfolio and see what changes you may need to make to have outcomes align with your needs.

The You factor.

There are some key areas about your investments that you should know including the goal, timeline, strategy, and the You factor. Yes…the “You” factor. This is probably the biggest piece of managing your portfolio. How comfortable are you with market movement? Who do you include when you seek advice about what you should do? How does your money mindset influence your results? Is investing on your own right for you, or would you benefit from having a financial advisor to partner with?

Does investing make you anxious? Do you have F.O.M.O?

If you are all over the board with your decisions it can affect your results over time. Often this comes from lack of a plan. A plan can focus on your goals, align your investments with your values, show you your financial big picture, and help you understand that reacting to market movement may not be in your best interest.
Remove the panic factor.

If you want to know how a market downturn could affect your portfolio, or if it could alter your plan for the future…take action. Schedule a conversation to see if financial planning or an investment review is right for you.

Knowledge is key.

Understanding what you have, why it is invested that way, and how it fits into your big picture dreams for the future…can help remove the panic when markets shift. Having a plan, that guides your path to get there, is even better.

The initial conversation is always free so what’s holding you back? When it comes to understanding your money, your questions deserve answers. See the schedule link in the first comment below, call me, say Hello, and let's get your questions answered.

01/29/2024

Excited to be a Financial Advisor! Most of you know this has been a goal of mine for a long time. It is now in place! I am truly going to enjoy being someone people can connect with when it comes to all aspects of their financial lives.

Money is at the base of everything we do. It can bring joy or be an added burden if not handled well. Learning about the options we have, when it comes to our money, is an imperative skill. I am looking forward to being able to guide people through this process.

My dream is to create a place where people feel safe talking about their financial picture, provide sage advice to help them through challenges, minimize potential risk, build wealth, and provide strong planning for what's needed now and in the future.
Today is the first day of the rest of your life. Let's give your dreams the best opportunity to come true and start planning today.

Book a call with me and say hi. I'd love to hear about your goals.
https://go.oncehub.com/SchedulewithBeverly