ProActive Planning Advisors

02/18/2026

Excited to see my beatiful friend, Carmen Ruiz of FASTSIGNS, as one of next month’s speakers!

10/29/2025

Quick question — have you ever thought about getting licensed in financial services or adding a second income stream with a proven system? I’m expanding my ProActive Planning team this week and looking for 2 sharp people to mentor personally. DM me the word INFO if you want details...

03/21/2024

Have you heard of PadSplit? It is HOT in the Jacksonville area (and beyond) - and not just because Florida is the Sunshine State.

In my work with real estate investors, this is a popular option for MEMBER residents to have affordable, flexible rental options - especially if they must relocate temporarily for work or other reasons.

I'm happy to talk about Cost Segregation, 1031 Exchanges, and any other ways to help you maximize your real estate investment!

Let me know if you'd like me to make a personal introduction for you to PadSplit.

Call now to connect with business.

03/06/2024

Come join my friend, Dreamma Mendoza, at Human Interest’s upcoming fireside chat on March 26th at 9:00 AM PST/ 12:00 PM EST, where you’ll hear from 3 female financial experts on their path to where they are today. The panel includes:

Lisa DeSimone, Ex-Finance Executive, retired at 47

Haley Sacks, also known as Mrs. Dow Jones, Financial Content Creator

Jean Lynn, Financial Personality Expert and Author of Breaking the
Money Taboo: Helping Women Get Comfortable with an Uncomfortable Topic

Human Interest is hosting this webinar in honor of International Women’s Day but all are welcome! The session will be dedicated to navigating budgeting, retirement planning, and financial wellness insights from all 3 speakers.

As an RSVP gift, all registrants who sign up will receive one of our speaker’s very own budgeting worksheets to kickstart your financial planning journey!

Don’t wait to start planning for your future, RSVP for the webinar today!

https://humaninterest.com/learn/webinars/empowering-women-navigating-budgeting-retirement-and-the-path-to-financial/

01/10/2024

Excited for today’s meetup with Angi Kennedy Licensed FL Insurance Ninja and others! Seriously… no monkey business! 🤣

12/20/2023

12/15/2023

DID YOU KNOW... If you’re a small business owner who belongs to an underserved group (i.e., MINORITY, WOMAN, or VETERAN-OWNED), you may be eligible for certain business certifications that can help you access more government contracts and private-sector opportunities.

https://www.volusiabusinessresources.com/Certify-Your-Business---Florida-MBE-No-10-1674675.html

12/03/2023

Check out what Angie Lee Aki and her team are doing!

What if you could reduce your tax burden and increase your cash flow? Explore cost segregation for your real estate portfolio now!

12/02/2023

“Stop trying to predict what you can’t know, and start putting your energy toward building what you can. You and your life will be better for it.” p.224

10/15/2023

Live NOW! LIVESTREAM! 🎶

Thrive Community Church - Port Orange