Bloom Financial Planning

Bloom Financial Planning We help our clients face the future with Anticipation rather than Apprehension!

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser, Cambridge and CrestPoint are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third part content. We make no representation as to the completeness or accuracy of information provided at these websites.

Thankful for our freedom and those that gave all for it! 🇺🇸🇺🇸
05/25/2026

Thankful for our freedom and those that gave all for it! 🇺🇸🇺🇸

💡 Budgeting Isn’t About Restriction — It’s About Intention 💡When many people hear the word budget, they think limitation...
05/06/2026

💡 Budgeting Isn’t About Restriction — It’s About Intention 💡

When many people hear the word budget, they think limitation, guilt, or giving things up. But in reality, budgeting is one of the most powerful tools we have to create clarity and confidence around our money.

A good budget isn’t about perfection. It’s about:
• Knowing where your money is going
• Making sure it supports what matters most to you
• Creating space for both today and the future

Whether you’re managing a household, growing a business, or doing both, a thoughtful budget gives you control—not stress. It helps turn goals into action and removes the guesswork from everyday decisions.
And if you’ve tried budgeting before and felt like it “didn’t work,” you’re not alone. Budgets should evolve with your life, income, and priorities. The right approach is one that feels realistic, flexible, and aligned with you.
Small adjustments can lead to meaningful progress—and you don’t have to tackle it on your own.

If you’re ready to feel more confident and intentional with your money, budgeting is a great place to start.

— Berrie
Financial Advisor | Helping Clients Build Financial Confidence, One Step at a Time

Today, and everyday, we Celebrate Lindsey Kelley!! She is the glue that keeps our office together. To know her is to lov...
04/22/2026

Today, and everyday, we Celebrate Lindsey Kelley!! She is the glue that keeps our office together. To know her is to love her!
Thank you Lindsey for all that you do for us and the clients we serve. 👏👏

Divorce can feel overwhelming—emotionally and financially.And for many women, the money side is the part no one really e...
04/01/2026

Divorce can feel overwhelming—emotionally and financially.
And for many women, the money side is the part no one really explains.

As a female financial advisor who specializes in divorce planning for women, I see this every day:
✨ Smart, capable women who just need clarity
✨ Questions they didn’t even know to ask
✨ Fear about “Will I be okay?” and “Did I miss something?”
Here’s what I want you to know:
👉 You don’t have to figure this out alone.
👉 You deserve to understand your finances—not just sign paperwork.
👉 This transition can be the beginning of a stronger, more confident financial future.

Divorce isn’t just an ending.
With the right guidance, it can also be a reset—on your terms.
If you’re navigating divorce (or thinking about it) and want clarity, confidence, and a plan built for you, I’m here.

You are stronger than you think—and your financial future can be too.

When looking for a financial advisor to partner with to build your future, you want someone who cares about your journey, and can meet your where you are, right now. I'm Berrie Beth Coble, an independent advisor and financial planner. I help young investors, entrepreneurs, small business owners, ret...

Tank and Betty want to wish you a Happy Valentines Day! ❤️🐶
02/14/2026

Tank and Betty want to wish you a Happy Valentines Day! ❤️🐶

💡 Last Chance to Maximize Your IRA Contributions (Before the Tax Deadline!) 💡Did you know you still have time to contrib...
02/12/2026

💡 Last Chance to Maximize Your IRA Contributions (Before the Tax Deadline!) 💡

Did you know you still have time to contribute to your IRA for last year—all the way up until the tax filing deadline?
This is one of the most overlooked opportunities to strengthen your financial foundation and potentially reduce your tax bill.
Here’s why it matters:
• You can contribute to a Traditional or Roth IRA for the prior year (if eligible)
• Contributions can help your money grow tax-deferred or tax-free
• It’s a simple way to make a smart financial move before April
Whether you’re a business owner with variable income or a busy professional juggling multiple priorities, this strategy allows you to be intentional—after the year has ended.
If you’ve had a strong year or just want to make sure you’re taking full advantage of what’s available to you, now is the time to review your options.
A quick conversation can help determine:
✔️ Which IRA makes the most sense for you
✔️ How much you can still contribute
✔️ How this fits into your overall tax and retirement strategy
Don’t leave this opportunity on the table. Small moves made before the deadline can create big long-term impact.

If you have questions or want help making a contribution, I’m here.
— Berrie B. Coble
Financial Advisor | Helping Women & Small Business Owners Build Confident Futures

Decided to jump on the AI caricature bandwagon! 🤣🤣
02/03/2026

Decided to jump on the AI caricature bandwagon! 🤣🤣

Our office will be closed again tomorrow, January 27th.Please call the office if you need us, we will be available remot...
01/26/2026

Our office will be closed again tomorrow, January 27th.

Please call the office if you need us, we will be available remotely. (931)388-2141.

For everyone’s safety, our office will be closed tomorrow January 26th. Please call the office if you need us, we will b...
01/26/2026

For everyone’s safety, our office will be closed tomorrow January 26th.

Please call the office if you need us, we will be available remotely. (931) 388-2141

01/16/2026

Address

217 S. James Campbell Boulevard
Columbia, TN
38401

Alerts

Be the first to know and let us send you an email when Bloom Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bloom Financial Planning:

Share