Audree B. Financial Advisor

03/04/2026

Had a wonderful but busy week last week! I had the privilege of joining my classmate for a Financial Planners Association meeting at the Seattle Foundation! It was so great to meet other Financial Professionals and learn important topics surrounding Estate Tax and WA tax laws!

Then later in the week I had the privilege of teaching at wonderful group of Seniors more about Financial planning to ensure they had every aspect of their retirement plan firmly in place, in partnership with Jones here in Tacoma!

I love educating my community and collaborating with others as often as I can! Stay tuned for more content and educational resources! If you want to learn more about your own financial plan, reach out!

02/25/2026

I built this playbook from the ground up after leaving the military and starting over twice—so these 18-month steps are practical, tested, and written for you. Download the checklist, watch the short video, and read the deeper article to get a clear financial roadmap for your first year and a half. Ready to take control of your business finances? Read more and grab the checklist: https://wix.to/2s2GqeB 🔗💼

02/25/2026

I’m sharing a quick cash-flow triage you can run this month to make more confident decisions and get breathing room. 1) Run your runway: how many months until funds stop? 2) Check receivables cadence: are invoices coming in on time? 3) Review priority expenses: what can pause or scale back? These three checks are simple, non-technical, and built to reduce financial stress—especially for women and veteran entrepreneurs I coach. Try them today and tell me one metric you spot. https://wix.to/liiXXrj

02/25/2026

As a veteran and a founder, I know the funding journey can feel like a maze—so I’m sharing clear paths that actually work. In my new carousel + short video I walk through three practical funding routes and a downloadable resource list to help you move from service to scale. Ready to see your options and take the next step? Visit https://wix.to/opV7RPn to get the list and share with fellow veteran founders. Let’s grow together! 💪✨

02/25/2026

I help entrepreneurs protect their businesses — and their lives — from costly financial missteps. Ready for three quick questions you can ask today? 1) What expense is hiding behind “growth”? 2) When did I last stress-test this projection? 3) Who benefits if this deal fails? Answering these shifts your decisions. Want more tools and templates? Visit https://wix.to/yXidZyq 🌟📊

Which question surprised you most? Reply below — I’ll respond.

02/25/2026

I’m breaking down Fiduciary Facts so you know exactly what your advisor must tell you. In three short clips I’ll demystify fiduciary duty, show the real tradeoffs, and tell you how to protect your financial goals. Watch, learn, and click to read more on the blog: https://wix.to/3PSwzys 🔍💬📈 — Which question about advisors should I answer next?

02/25/2026

Busy women, this one’s for you. I help busy entrepreneurs grow wealth without extra hours—start with one tax-aware investing move that can boost after-tax returns over time. I’ve seen clients keep more of their gains with this simple shift. Ready to learn how? Read more: https://wix.to/9Q0Anvt

02/25/2026

I love helping busy founders turn small, steady moves into real financial momentum. Here are three simple strategies I use with women entrepreneurs: 1) Prioritize high-interest debt—paying a bit more each month frees up cash faster. 2) Make tax-aware retirement contributions to keep more of your earnings working for you. 3) Automate savings funnels so you never have to think about putting money aside. These structured, disciplined steps build lasting security—real outcomes you can project and trust. Want a quick example of your potential results? Visit https://wix.to/lpAA5bH and let’s walk through it together. 💼✨

02/25/2026

As a fiduciary, I put your business goals first — always. That means I’m legally bound to act in your best interest, not sell commission-driven products that add hidden costs. For women and veteran entrepreneurs, that protection can mean clearer plans, fewer surprises, and better long-term results. I bring certified expertise and client-first examples to every conversation so you can make confident choices for your company and family. Ready to compare advisor models and see what’s best for you? Visit https://wix.to/UZQtiF4 to get started.

02/11/2026

Plan for Peace of Mind: You're Invited to the Kitsap Aging Expo!

As women who lead, build, and innovate, we're constantly thinking ahead, planning for growth and security. But what about planning for our loved ones, or even our own future golden years? It's a conversation that’s crucial, yet often gets pushed aside in our busy lives.