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Edward Jones-Financial Advisor: Deanna Pickman

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Edward Jones-Financial Advisor: Deanna Pickman

Does this sound familiar? You've built a successful career. You've saved consistently. You're not looking for someone to simply manage investments.

You've accumulated retirement accounts, investment accounts, and maybe even company stock along the way. But somewhere between growing your career, managing family responsibilities, planning for the future, and trying to enjoy life today, your finances have become more complex than you have the time or desire to manage on your own. Between retirement accounts, equity compensation, taxes, debt, cash flow decisions, and competing priorities, it can feel like you're managing a dozen financial decisions at once. You're looking for a trusted partner who can help simplify complexity, bring clarity to important decisions, and help ensure nothing important falls through the cracks. The challenge isn't getting started. The challenge is that success has created complexity. Maybe your retirement accounts are spread across multiple employers. Maybe you're receiving RSUs, participating in an ESPP, exercising stock options, running a business, or managing multiple sources of income. Individually, none of these are necessarily a problem. Together, they can make it difficult to know where you stand and what to do next. You may find yourself asking:

• Are we actually on track?
• Are we saving enough?
• What should we do with our RSUs, ESPP shares, or stock options?
• Should we pay down debt or invest more?
• When could work become optional?
• Why does everything feel so scattered?
• Are we making the best decisions with the resources we have? My role isn't simply to manage investments. My role is to help create clarity around your entire financial life. Together, we'll:

• Organize accounts, opportunities, and priorities into one coordinated strategy
• Create tax-aware planning opportunities around equity compensation, retirement savings, and wealth accumulation
• Prioritize competing goals and major financial decisions
• Build systems for cash flow, saving, and investing
• Provide clarity around where you stand today and confidence in where you're headed

I believe financial planning should help you feel more organized, more intentional, and more confident about the future. Because the goal isn't just building wealth. It's building a life that gives you options.

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11/03/2026

The majority of millionaires aren't special.

Ouch, Deanna!

Hear me out.

The people I workwith who have built significant wealth usually didn't get there through a money-making hack they saw online.

They didn't find a secret investment.

They didn't get rich overnight.

Instead, they did a few things consistently over a long period of time.

Have a plan.

You spend less than you earn.

You invest consistently.

You make adjustments as life changes.

You take responsibility for your financial future.

Because the truth is:

No one is going to care more about your financial future than you.
(Okay, maybe I will if we work together. 😉)

You pay attention.

You ask questions.

You stay flexible when life throws you a curveball.

You stay engaged in the process.

That's not a very exciting answer.

But after working with successful investors for years, I've found that wealth is usually built through consistency far more often than brilliance.

It's not a secret.

It's not a hack.

It's often the result of ordinary people making good decisions repeatedly over a very long period of time.

And tbh? I find that encouraging!

Because wealth is often built through behaviors, not brilliance.

And that's available to everyone.

What's one piece of financial advice that sounds boring but actually works?

(Me in my 2008 Subaru. Iykyk)

10/31/2026

Two ghosts and a pumpkin sign up for a Halloween 5k… 👻 🎃 👻

10/30/2026

🎃 This Halloween, here are a few financial things that scare me: 🎃

👻 Having kids and a mortgage... but no term life insurance.

🕷️ "I'll start investing more next year."

💀 Having 8 retirement accounts scattered everywhere from 6 different jobs and no idea how they fit in your plan.

🧙‍♀️ Thinking Social Security is your entire retirement strategy.

🦇 Having no emergency fund because "nothing bad has happened so far."

👵 Not having a plan for becoming a cute little old person/couple(long-term care people!)

😱 Letting lifestyle inflation eat every raise you get.

👀 Waiting for a market crash or “the right time” before investing.

What's on your list of financial scaries? 🎃

10/30/2026

Imagine saving and investing for 40 years...

And then suddenly being told:
"Okay. Now start taking money out."

Most of our lives are spent accumulating.

Saving.
Investing.
Watching account balances grow.

Retirement flips that process on its head.

Suddenly the paycheck stops.

And now your assets need to create the paycheck.

For a lot of people, that's a little unnerving.

Especially when markets are volatile.

I was talking about this with a client retiring next year.

One strategy we reviewed was a retirement "bucket" system.

The idea is simple:
Instead of having all of your retirement assets invested the same way, you create different buckets based on when you'll need the money.

A short-term bucket.
A mid-term bucket.
A long-term bucket.

The short-term bucket might be cash, CDs, or conservative investments designed to fund spending needs over the next few years.

The longer-term buckets remain invested for future needs.

And we cycle through.

The goal is flexibility.

Because if the market experiences a downturn shortly after retirement, you don't necessarily have to sell long-term investments at the worst possible time.

You've set up a strategy to account for this.

To give you peace-of-mind piece.

Retirement isn't just a math problem.

It's an emotional transition.

You're going from trusting your employer to provide the paycheck...
..to trusting yourself and the plan you've spent decades building.

Sometimes a bucket strategy helps bridge that gap.

What's one retirement lesson you wish more people talked about?

10/29/2026

Time for a little vulnerability.

I'm 36 and don't have kids yet.(I know that's more and more the norm today)

But if you'd asked me 10 years ago what my life would look like today, I would have assumed I'd have at least a 10-year-old by now.

Life hasn't unfolded that way for me.

I've spent the first third of my life building a life that feels really good.

And now that Eli and I are talking about kids more seriously, I'm realizing something:

For me, personally, not having kids feels like something I'll regret, but I'm also nervous about it.

Financially, Eli and I are in a really comfortable place.

Which is exactly why the thought of having kids makes me nervous.

Not because we can't afford them.

Because they'll change a life we've worked hard to build.

Over the years, Eli and I have worked hard to build a life that feels financially secure.

We live below our means.
We save and invest consistently.
We travel when we want.
We have flexibility.

And I really, really like that feeling.

One of my core financial values is security.

So if I'm being honest, part of me knows that having children could challenge that.

And I'm not ignoring that kids will bring about positives that I don't know or can't comprehend yet!

But money that currently supports our goals, travel, and flexibility will eventually be pulled in new directions.

And that's a little scary.
(And I'll admit, it feels selfish even writing that.)

What's interesting is that I hear versions of this from clients all the time.

Getting married.
Starting a business.
Investing more.
Retiring.
Making changes to the strategy.

Many of the best things in life require us to step into a little uncertainty.

I've realized that I'm not actually afraid of supporting a child.

I'm afraid of the unknown.

But then again, most meaningful decisions come with a degree of uncertainty.

I don't have some profound conclusion here.

Just an observation that many of the things we want most in life require us to step into a little uncertainty.

If you've navigated this transition yourself, I'd love to hear your perspective.

More thoughts on this one to come.

(Pic from our wedding rehearsal ☺️)

10/28/2026

I had lunch with a long-time client today.

When her husband passed away years ago, our relationship changed.

They had a very traditional marriage.

He handled the finances.

She handled the household.

For years, I'd encourage her to join our planning meetings, but that just wasn't how they approached things.

After he passed, we started working closely together.

We began with the basics.

What do you own?

How does it work?

What does retirement look like now?

Over time, our conversations evolved from investments and planning into something much deeper.

Today, over lunch, I asked her:

"What's the most interesting thing you've seen change in your lifetime?"

Without hesitation, she said:

Technology.

She moved to Denver as a young adult in the 1970s and has watched the world transform.

The way we communicate.
The way we work.
The way we travel.
The way we shop.
The way we manage our money.

The good, the bad, and the ugly that came with it.

It made me realize how much wisdom comes from simply living through decades of change.

Sometimes the best part of this profession is getting to learn from people, share in their stories, and do a little bit of life together along the way.

10/27/2026

At what portfolio size does a financial planner become worth it?

$500k, $1,000,000, $5,000,000?

Most people assume the value of a financial planner is tied to the size of the portfolio.

Or our ability to somehow generate higher investment returns by simply picking investments.

(if someone tells you that, run the opposite direction!)

I don't see it that way.

The real value is in the decisions and strategies around the portfolio.

Most of the meaningful conversations I have with clients aren't about picking investments.

They're about questions like:

• Should I exercise my stock options?

• How do I coordinate with my estate attorney?

• Do I need life insurance? Or long-term care?

• What's the best way to handle an inheritance?

• How much cash should I keep available?

• Does a Roth conversion make sense?

• Can I retire when I want to?

• Keeping you invested when markets drop 25% and every headline says sell.

• Which account should I pull money from first?

These topics don't show up in a portfolio return number, but over a lifetime, can be significant.

The longer I do this, the more convinced I am that financial planning isn't about portfolio size.

It's about complexity.

The question isn't:
"How much money do I have?"

The question is:
"Has my financial life become more complicated than I want to navigate on my own?"

That's usually when planning becomes valuable.

10/25/2026

Every relationship needs balance.

I provide the enthusiasm for all things fall.

Eli provides the pumpkin-lifting services. 🎃

A fair trade, if you ask me 😄🍂

Address

165 S Union Boulevard Ste 705
Lakewood, CO
80228

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	9am - 4pm

Website

http://www.edwardjones.com/deanna-pickman

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