Brian W Thoms, CFP, CRPC, APMA

06/09/2026

Welcoming a new child into your family is an exciting—and often overwhelming—chapter. Between sleepless nights and new routines, it’s easy for the financial side of things to take a back seat. If you’re navigating this transition and want a sounding board, I’m always here to talk through the details with you.

https://bit.ly/4vC9FPx

06/05/2026

Warmer weather is here. Moving your body matters, it doesnt have to be complicated!

Even something as simple as a daily walk can have a positive impact on your energy, focus, and overall well-being. If you’re someone who likes to track progress, there are plenty of tools available.

Sometimes the hardest part is just getting started—but small, consistent steps can add up over time.

Calories burned while walking can vary based on several factors, such as weight and pace. Understanding these can help track and maximize fitness gains.

06/01/2026

June is a time to recognize and celebrate the LGBTQ+ community.
It’s also a reminder that everyone’s path is different—and that respect, understanding, and inclusion matter in every space, including how we plan for the future.

05/29/2026

One of the lessons I’m intentional about teaching my daughters is how to handle money responsibly—starting with the basics.

Opening a joint or custodial bank account may be a practical way to help kids understand spending, saving, and even how to spot something that doesn’t look right on a statement. It’s not just about managing money—it’s about building awareness and good habits early.
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05/27/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

05/25/2026

Memorial Day isn’t just a long weekend—it’s a quiet reminder.

A reminder that the freedoms we experience every day were paid for by people who didn’t come home to enjoy them. Today is less about celebration and more about reflection—taking a moment to recognize the cost behind what we often take for granted.

05/23/2026

Happy Lucky Penny Day

What if the “lucky penny” isn’t the one you find—but the one you choose to invest? Over time, even small amounts may grow and become something meaningful, thanks to the power of compounding.

It’s not about luck—it’s about consistency and time.
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05/21/2026

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.

05/19/2026

Not sure if you knew this, but I have a resources page with downloadable tools and calculators designed to help you stay organized and informed.

Feel free to explore it, and if you have any questions, I’m always happy to connect.
https://bit.ly/4tDMPpb

05/14/2026

Be an active participant in your finances. There’s always a lot of buzz around reviewing your finances at the start of the year—but it doesn’t have to happen in January to be valuable.

A lot can shift over time—income, expenses, goals, or even day-to-day cash flow. Taking time to evaluate those changes as they happen and adjust your approach can help keep everything aligned with where you are today.
https://bit.ly/4wC6vN9