Ariel Lee - Consolidated Planning Financial Advisor

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

02/02/2026

Do you know the origins of Black History Month? Join us as we learn about the inspired legacy of Dr. Carter G. Woodson, a man who saw the value of history and the lessons we can learn for the future.

This month, the movement he founded turns 100 years old. This celebration is an opportunity to admire the brilliance and passion of those who have come before us.

01/06/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

12/18/2025

The holiday season can bring joy, but also stress, pressure, and a long list of expectations. A new report found that 60% of Americans felt stressed heading into the holidays, while nearly 70% reported feeling pressure to appear happier than they truly are.

According to workplace culture expert Jennifer Moss, small “micro-actions” may help people navigate overwhelming moments with more steadiness. Here are a few of the expert-backed ideas highlighted in the piece:

▪️Label the feeling: Naming an emotion may help reduce stress.
▪️Appreciate a person, not just a thing. Gratitude aimed at someone can
strengthen a connection.
▪️Notice something neutral or positive to interrupt negativity bias.
▪️Replay one good thing before bed to shift attention.
▪️Take a break from comparison on social media.
▪️Tune into your senses during busy or loud environments.
▪️Offer silent gratitude during tense family moments.
▪️Do one tiny act of generosity, like thanking a retail worker.
▪️Let go of one expectation to reduce pressure.
▪️Move more slowly to steady your nervous system.
▪️Try a 30-second “awe scan” outdoors: Briefly focus on something striking in
nature to interrupt stress.
▪️Celebrate small wins to build momentum.

These gentle resets aren’t about forcing joy; they’re about finding moments of calm in a very full season.


Source:

Try "practicing these micro-actions — like tiny mood resets," says Jennifer Moss, former member of the Global Happiness Council and author of "Unlocking Happiness at Work."

12/12/2025

At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before. But in hindsight, 2025 was pretty ordinary. In fact, from a volatility perspective, there was nothing special about 2025 at all. In fact, through November, there were three drops of five percent and one drop of more than 20 percent. Both numbers generally line up with historical trends.

12/01/2025

✨ The holidays are full of joy… and, let’s be honest, a little stress too. One way to stay grounded? A checklist that brings you back to what matters. Try this:

🔥 Build a fire
🛷 Go sledding
🍪 Bake cookies
💙 Prioritize your financial goals
⛄ Make a snowman

These small, intentional steps—especially checking in on your financial priorities—may help you create a strategy for the holiday season and beyond. Here’s to a winter that feels cozy, connected, and just a little bit magical.

11/18/2025

There is always something to worry about when investing. In fact, there’s even a saying about it. “Wall Street climbs a wall of worry.” Some people believe, “I’ll wait until it all gets resolved.” But remember, those were the same people who in the Spring suggested, “I’m going to the sidelines until the tariff issue gets resolved.” Since May, stock prices have advanced for six consecutive months, despite unresolved tariff issues.

11/11/2025

11/07/2025

...So I asked co-pilot to write me one 😂 in the style of Eminem's "Without Me"

Guess who's back? Back in bed,
No club, no tab, no drinks ahead.
I said, “No thanks,” to the overpriced scene,
I’m chillin’ in sweats, keepin’ my wallet clean.

No valet, no line, no velvet rope,
Just me and my snacks and a budget I wrote.
They poppin’ bottles, I’m poppin’ corn,
While they spendin’ rent, I’m feelin’ reborn.

I don’t need no DJ, no strobe light flash,
I got peace, no stress, and a pile of cash.
So if you feel like savin’ and skippin’ the spree,
Come ride this vibe — stay in with me!
..so anyway, that's my plans for Friday night, what about you?

P.S. If you ever wanna chat about ways to save OTHER than staying in on friday night, snag some time at FinancialBFF.com ! 💌