Ani Ojeda - Financial Planning Services

11/30/2022

Meaningful holiday memories don’t need to come with a big price tag.

These tips can help you go from overspending to meaningful giving. 🎁

Giving your kids truly meaningful gifts is a holiday tradition worth exploring. Here are tips to avoid overspending that won’t shortchange the holiday cheer.

11/28/2022

81% of U.S. adults who work with a financial advisor say they feel happier and sleep better, according to a 2022 Northwestern Mutual study.

That’s because when you feel good about your money, you feel better overall—we’ve seen it.

Want that to be you? We can design your financial plan so you won’t have to wonder if you can live the life you’ve always wanted, you’ll know you can.

11/21/2022

If you think your finances aren’t flexible enough to help you reach your goals and objectives, let’s take a look together and figure out how to get you to where you want to be.

Take our quiz to find out if your finances are flexible enough to help you meet your goals today and tomorrow.

11/17/2022

Many people are realizing they don’t need to put the lives they want on hold. That’s where I come in. I can create a financial plan that helps turn your someday into today—so you don’t have to wait longer for the home you’ve always imagined. Message me to get started.

11/16/2022

If you’re interested in retiring earlier than expected, let’s talk about how that could impact your retirement income strategy.

The pandemic has prompted some people to move up retirement. But there are some financial considerations to address before you decide to retire early.

11/10/2022

The time has come to take the trip of a lifetime. To start a business all your own. To move into your dream house. I can make you a financial plan that helps turn someday into today. Message me to get started.

11/09/2022

Just tackling one or two of these can help position you to finish the year strong.

The end of the year is now fully in sight. Here are 5 ways to improve your finances in November.

11/03/2022

Did you know that over half of all U.S. adults are anxious about their finances? That’s according to a recent Northwestern Mutual study.

But when you have a financial plan designed specifically for your life and goals, you can feel good about saying yes to the things that matter most to you and your family.

Want to feel better about your finances? Reach out and let’s talk.

11/03/2022

Ashley Park is best known for her roles in the massively popular show, ‘Emily In Paris,’ and the Broadway musical, ‘Mean Girls.’ Her latest success is getting a better understanding of her finances—and feeling tremendous relief. “Knowing I have a plan in place has taken so much stress away,” she says. Message me to talk about your goals.

10/31/2022

Anyone else need a getaway? If you’ve had a travel destination in mind for a while, I can make you a financial plan to help turn that someday into today. Message me to get started.

10/27/2022

New research shows about 25% of Americans surveyed plan to have a baby in the next two years. 👶

If growing your family is one of your big upcoming life goals, let’s talk about how to get you ready financially.

Having a baby is a good time to consider updates to your financial plan, including life insurance for new parents.

10/24/2022

Have you heard about The Great Realization? People are leaving behind what stopped working and making a plan to bring their passions to life. I can help with your Great Realization, and show you how someday starts today.