Ariel Lee - Consolidated Planning Financial Advisor

08/25/2026

Not ready for a financial advisor? Totally cool...

Already have an advisor you love and adore? Even cooler!

Idk if I've done a good job communicating this, and it definitely wasn't the case in my past life, but if you're *JUST* in the market for life and/or disability insurance...I can help with that!

I try not to harp on it much because I don't want people to think that's the only focus or the only thing I can help with, but it occurs to me there's probably a bunch of people out there that need help in the insurance arena that are avoiding talking to me because they're not ready for financial planning.

SO DON'T AVOID TALKING TO ME! I'M DELIGHTFUL, I PROMISE! 😇

🗓️FinancialBFF.com if you wanna have a quick powwow about your needs

🔗If you absolutely don't wanna talk to me at all (to start with), that's ok too (I guess 😔)...you can start the entire process on your own right here

Please complete the information on this secure form to begin the underwriting process.

08/11/2026

100% of Nothin' is Nothing. $0.

Nobody wants $0, right?

I remember when I was in the car business trying to drill into my sales peoples' brains that a split deal was always better than no deal at all. Trying to manipulate a situation around your day off or trying to sell a client that you simply weren't jiving with or didn't have the knowledge necessary to sell NEVER worked out well.

It just occurred to me that there's probably roughly bazillion people out there in the universe who I could be working on "split deals" with.

Fee only financial advisors, P&C or Health insurance agents, even mortgage pros and realtors if they wanted to sit for the life insurance exam...I could be filling a gap in their practice, serving their client's needs and compensating them just like a split deal back at the dealership.

I'm huge on collaboration over competition and I'm not sure why this never crossed my mind before (honestly because at my previous firm it wouldn't have been possible, probably, but we won't go there 😂)

Anywhoodles, I'd love to chat about some sort of professional alignment and see if it makes sense! Shoot me a DM or snag time on my calendar at FinancialBFF.com 💕

08/06/2026

I've been really slacking lately at prioritizing meeting awesome new people 🙈

At the same time, I've come to a point in my business where I realize that often times coffee or lunch dates are fun BUT an expensive and not super productive way to do it...

*SOoOoO* I wanted to put this out into the interweb universe and see if there's anyone in Upstate, SC that wants to get together and truly learn about each others' businesses...I want to learn about you so that I can hopefully like, trust, and understand what you do well enough to send people your way...and it would be super cool if you were interested in maybe doing the same for me?

If you're not in Upstate, SC, we can always hang on a virtual coffee @ FinancialBFF.com 🫶🏼

With all that said, if you wanna meet somewhere aesthetic for a bloody mary, I would most likely be down...with or without a business interest in mind 😂 Your girl has a weak spot, ok?

How is everyone else making quality connections these days? Who should I know that maybe I don't already? Tag them in the comments, please! 💕

07/20/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

If you have questions or want to chat about it, let me know! FinancialBFF.com

07/09/2026

My biggest challenge in this career is not *ever* wanting to come off pushy/salesy but *knowing* people NEED MY HELP (or someone's help...it doesn't have to be me, it shouldn't always be me, I'm not for everyone 🦄).

A tragic accident last week in my community circle has reminded me that life comes at you SO FAST 😔

I *know* thinking about life insurance/disability income protection is so easy to put on the back burner, I promise I get it...but please consider moving it a little closer to the front burner, if you can.

I promise to make the conversation and process in general as painless as possible. Please let me (or someone) help 💗

📅FinancialBFF.com

06/08/2026

Peak millenial core 😂

Apparently I got bored with the boy before I finished the artwork 🤷🏼‍♀️

So anyway, if this symbol hits you in your feels, you should probably start thinking about life insurance and financial planning...

📆Snag time on my calendar here (It won't cost a thing but your time): financialbff.com

05/18/2026

Can we talk about something real for a second…

A lot of financial advice assumes there’s a partner in the picture...But if you’re divorced?

You are the plan.

You’re the income, the backup plan, the “what if something happens?” strategy… all of it.

Which is empowering… but also kind of A LOT. That’s where I come in 👯‍♀️

I adore (and I'm really dang good at 💁🏼‍♀️) helping women:

💛 Protect their income (because no one else is replacing it)
💛 Make confident decisions without overthinking every little thing
💛 And take that mental load of “am I doing this right?” off their plate

You deserve to feel clear and in control in this next chapter—not overwhelmed by it.

If you’re navigating life after divorce and want someone in your corner who gets it…
📅

04/09/2026

Great wine and great wealth have something in common—they both reward patience. 🍷

Behind every perfect vintage is time, care, and consistency. The same goes for your financial strategy. The goal isn't quick wins or a perfect growing season, but something that matures over time.

Let's raise a glass to long summer nights with friends, trusted bottles full of years of promise, and a life worth savoring.

Book time at FinancialBFF.com (if you're local, we can even chat over a glass of wine!)

Salut! 🥂

03/23/2026

🍃💨This is super niche, but wanted to share none the less...

I'm super excited to share that I can now offer life insurance policies to cannabis related industries (owners or employees).

Provided:

🍃The production and/or distribution of cannabis is legal in the state where the cannabis business operates,

🍃The cannabis business has the appropriate state license for the production and/or distribution of cannabis.

🍃The applicant must be a US citizen or green card holder residing in the US.

Cool, right?

Anyway, if this is you or someone you know...let's chat 🤗 FinancialBFF.com

03/16/2026

Y’all know me…my mission has always been about making sure that everyone at every level of wealth was able to achieve peace of mind around their money…I’ve talked that talk since the good ole' days of LinkedIn…

But the fact of the matter is, I *wasn’t* always able to serve clients in all aspects of their financial journey. In my past life, I managed assets, whether that was helping someone build a savings cushion or manage a multi-million dollar investment portfolio (and everything in between)…but there had to be SOME assets to manage before I could make someone a client.

But now *drumroll please* I am thrilled to be able to offer a broader range of services to meet the unique needs of every client. Whether you’re looking for protection options, fee-based planning, or ongoing investment management, I now have the tools to help you from every angle.

🔐 Protection strategies, because safeguarding your financial future is just as important as growing it…let’s make sure we don’t go backwards on the balance sheet.

🛠️ Fee-Based planning, because you may super duper enjoy DIY-ing your investments (more power to ya!) but you’d still like a professional review of those investments and a plan to make sure everything is working together as it should…I can do that now!

📆Monthly subscription services, because financial planning doesn’t HAVE to have a prohibitive and intimidating up front cost…if you would like to pay me monthly to be your financial bestie to help you strategize and make good choices, you got it!

🌍Comprehensive investment management, white glove service to take the whole thing off your plate. We’ll work together to get you financially organized and optimized.

Interested? Confused? Feeling kinda tingly? Let me know! Let’s see what makes sense for YOU…it doesn’t cost a thing to have a chat!
🔗FinancialBFF.com