Yes Life Financial

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Yes Life Financial Yes Life Financial is a boutique financial coaching and investment management firm based in Richmond Probably not. We're like a GPS for your finances.

Voted best Financial Planner in Richmond, VA by Style Weekly
Voted best Financial Planner in Richmond, VA by Style Weekly
Could you imagine driving somewhere new without a GPS? We help you identify a destination and give you the turn by turn directions to get there. We work with you one-on-one to help you plan wisely so you can enjoy the smaller (and finer) things in life. We specialize in Tax & Investment Advice, Retirement Planning, Estate Planning, Education Planning, Cash Flow Management, Budgeting, Debt Reduction, Credit management, and financial planning. We have a 100% personal client retention; no personal client at Yes Life Financial has moved their accounts to another firm. Yes Life Financial offers no products whatsoever.

08/15/2026

This is one of my favorite ways to frame our options for retirement planning with clients.

It’s kind of a choose your own adventure conversation.

Depending on the situation they end up choosing one or more of the options to improve the retirement plan.

Nobody CHOOSES number 5.

But it gives perspective to what options you have and how you can move the needle in a simple digestible way.

Comment “TAX GUIDE” and I’ll send you the ultimate 2026 tax guide.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for real world financial advise

👉🏻 Follow for financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

08/13/2026

I won’t name the particular company the old advisor worked for.

But it is a name you would recognize.

And you probably see their offices everywhere.

This fee conversation is so massive.

And I am regularly surprised just how little people know about what they are paying their financial advisor

The industry unfortunately hides the fees you pay for different funds and you’ll never see them on a statement

You also would have to have a law degree to understand the complicated relationships these companies have and the incentives they receive.

One of the biggest advantages of working with an independent financial advisor is the control they have over the fee structure.

Advisors that work under massive broker dealers are limited.

Comment “TAX GUIDE” and I’ll send you the ultimate 2026 tax guide.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for real world financial advise

👉🏻 Follow for financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

08/13/2026

It’s not all rainbows and sunshine but when you hit goals you should celebrate.

Im not much of a home run hitter.

I’m more known for hitting singles.

Slow and steady is my style and you still get to the destination.

Seeing the big picture is my strength.

Thank you to all my clients who trust me. Cheers to you.

Comment “TAX GUIDE” and I’ll send you the ultimate 2026 tax guide.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for real world financial advise

👉🏻 Follow for financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

07/14/2026

This isn’t fun or sexy but it is true.

Constantly searching for the next big winner

Or that special opportunity

Is mostly going to lead you to falling for advice from a crypto bro

Or an insurance salesman

That will try to convince you that they have access to a special tool that “the wealth” use

I need you to hear this....that is a sales pitch. Focus on the fundamentals and let your money do the hard work over the duration of your career.

It works out way better and its a more enjoyable life along the way.

Comment “Chat” and Ill send you a link to schedule a free 15 minute intro call.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow cashcampkids for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

07/11/2026

I get this question a lot

Or questions in a similar vein

I view my goal as a financial advisor as maximizing the value of the dollars each individual client has

Here’s the kicker...

We maximize it for THEIR person enjoyment.

Not my definition

Or societies definition

So should you pay off your mortgage before you invest, probably not from a mathematical perspective

But I could be convinced if I was talking to a client and they had conviction about WHY they wanted to do it.

If you want a copy of my New Year Financial Checklist just comment “NEW YEAR” and I’ll send it over.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow cashcampkids for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

07/10/2026

Story time....

Sometimes I feel this exact same way.

Recently I was trying to plan a vacation with my parents for 2027.

We got a quote for a trip to Baha Mar in the Bahamas.

If you’re not familiar, its probably the MOST well regarded family resort in the Caribbean.

The quote, and I wish I was making this up, was $48,355. 2 rooms total for 7 people. (Not All Inclusive)

I dont know anybody personally who has been there, but when I do see somebody who has been there, I will jump to conclusions.

But it doesn’t really matter. My family would NEVER choose to spend that kind of money on a vacation.

Instead, we focus on finding ways to spend quality time together without spending more than I made in a year at my first job.

The key focus for us is aligning our finances with the vision we have for OUR lives.

I encourage you to do the same.

The Joneses will always exist. Let them be. Do you!

If you want a copy of my New Year Financial Checklist just comment “NEW YEAR” and I’ll send it over.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow cashcampkids for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

07/08/2026

These account unfortunately have become political debate.
My opinion is that you shouldn’t make choices based on politics.  
For example, do you know who the president was when 529 accounts were introduced?
How about when 401k accounts were created?
One day, we won’t reference these accounts as Trump accounts.  I suspect it will be 530A accounts.
Ultimately, the question is the same today as it would be then.
Is this the best option for savings for my kids futures?
In my opinion the answer is no.  The contributions aren’t tax deductible and yet the gains are taxed as regular income.
With a 529 you can deduct (in some states) contributions and if you use the funds for qualifying expenses it distributes TAX FREE.
Custodial Roth contributions aren’t tax deductible but the distributions are TAX FREE.

If you want a copy of my New Year Financial Checklist just comment “NEW YEAR” and I’ll send it over.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow Cory Nichols⚡️Independent Financial Advisor for all things investing & personal finance.

👉🏻 Follow cashcampkids for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

05/28/2026

Technical jargon is sometimes necessary

But how you explain it after you use the term is more important.

Making clients feel comfortable and able to ask questions is critical to the process.

It’s also part of the reason I dont wear a suit or have rich mahogany on the walls of my office.

Finances is already an uncomfortable conversation sometimes.
We dont need our outfits, the location or the person on the other side of the table making even more uncomfortable.

If you want a copy of my New Year Financial Checklist just comment “NEW YEAR” and I’ll send it over.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

12/29/2025

If you don’t have a background in finance or money management (like 😅 ) it’s real easy to fall for the personal finance “advice” you see here on social media.

I’m Cory, a financial advisor who explains money and investing in a way that the average person can understand. I manage over $20 million for real people without hacks, panic, or courses.

Make sure you’re following along for more content like this.

If you want a copy of my Year End Financial Checklist just comment “CHECKLIST” and I’ll send it over.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

11/19/2025

Its not that you shouldn’t or can’t work on your finances in December

But ultimately you should be working towards focusing on spending more time and focus more on time and memories with family

These are important times.

Especially if you have young kids or aging parents.

Focus on the memories and you’ll still have 330 days a year you can work on your finances.

I promise its enough time to get it all done.

If you want a copy of my Year End Financial Checklist just comment “CHECKLIST” and I’ll send it over.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things investing & personal finance.

👉🏻 Follow for all things financial literacy and education.

🖋️ Cory

Disclosure: Investment advisory services offered through Yes Life Financial, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as financial, legal or tax advice and is not intended to replace the advice of a qualified attorney or investment/tax advisor.

Address

2400 Old Brick Road
Glen Allen, VA
23060

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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