Kelcie Edwards

04/30/2025

If we teach our kids how to save a little now, they’ll know how to build a lot later.

Kids don’t need to master investing overnight—but they can understand the basics of saving, spending wisely, and setting goals. Start with a simple piggy bank. Or open a savings account in their name and let them see the balance grow.

It’s not just about dollars—it’s about habits. Confidence. Mindset.

Money skills are life skills. And just like brushing their teeth or riding a bike, they’re easier to learn young.

04/24/2025

Have you ever thought about using life insurance as a financial asset? Drop a “YES” if you’re curious to learn how!

04/22/2025

Life moves fast—but love grows in the moments we slow down.
There’s something priceless about putting the phone down, turning off the noise, and just being present with your spouse and kids. Whether it’s a simple dinner, a walk in the park, or laughing together over something silly—it’s in these everyday moments that the deepest bonds are built.

Time is the one thing we can’t get back, and I’ve come to realize that investing it in the people I love most is never wasted. It’s where joy lives. It’s where legacy begins.

So here’s to more memories, more connection, and more love—right where it matters most: at home.

04/21/2025

This isn’t just a notebook. It’s a plan for peace of mind.
It’s where “Where did all my money go?” becomes “I know exactly what I’m doing.”

Budgeting isn’t about cutting out joy—it’s about making space for what matters.
You don’t need to track every dollar, just give your money a job. That coffee you love? Budget for it.
That vacation? Let’s make it part of the plan.

Because when your money has a purpose, it stops disappearing.

04/20/2025

He is Risen!

This Easter, I’m overwhelmed with gratitude for the love, grace, and hope we have in Jesus. His sacrifice on the cross wasn’t the end—it was the beginning of new life, forgiveness, and eternal hope. The empty tomb is a powerful reminder that no darkness can overcome the light of God’s love.

No matter where you are in life or what you’re going through, know that His love reaches you. Easter isn’t just a celebration of a moment in history—it’s a reminder that we are never alone, never forgotten, and always deeply loved.

Wishing everyone a blessed and beautiful Easter. May your heart be filled with peace, joy, and the hope that comes from knowing our Savior lives.

04/14/2025

Being a parent shifts your whole perspective. It’s no longer just about getting through the day—it’s about building a future. Not just for us, but for our kids.

That’s why I’m leaning into conversations about financial planning, investing, wealth management, and estate planning—not as "luxuries" but as essentials. Just like we teach our kids to eat their veggies and brush their teeth, we should also teach them how to build and protect their financial future.

We normalize so many things as parents—let’s normalize talking about money. Let’s make it okay to ask questions, to plan early, and to think long-term.

Because a healthy, stable, and secure future isn’t something we hope for—it's something we can build. One decision at a time.

If you’re on this journey too—learning, growing, and making smarter moves—I see you. Let’s keep having the conversations that matter.

04/07/2025

Planning for the Future: Annuities and Family Time in the Mountains 🌄

Just like planning that perfect family trip to the mountains, securing your financial future takes a little foresight and smart choices. 🏞️ Imagine knowing that no matter what, you’ll have a steady stream of income when the time comes—giving you the freedom to focus on what matters most: your family.

That’s where annuities come in. 📊
An annuity is a financial tool where you pay now (either as a lump sum or through regular payments) and in return, you get guaranteed income in the future. It’s like putting money aside today for those future adventures with your loved ones—whether it’s more mountain trips, family milestones, or simply enjoying peace of mind.
Just like planning a mountain getaway, you can’t always predict what the future holds, but with an annuity, you can be sure you’re set up for a secure and worry-free tomorrow. And, just like those special moments spent surrounded by nature, the future can be filled with memories, adventures, and quality time—without the stress of financial uncertainty.
So, while you're planning your next family adventure in the mountains, think about how you can plan ahead for your financial future too. 🏔️ Annuities can be the perfect way to ensure you and your loved ones can keep enjoying life—no matter what the future brings.

04/05/2025

04/04/2025

🌲🐾 Just like the mighty moose, navigating through life can be unpredictable and full of surprises. But with the right financial protection in place, you can move through the wilderness of life with confidence.

Life insurance investments aren’t just about planning for the unexpected; they’re about securing your future, growing your wealth, and protecting the ones you love. Whether you’re looking to build for the long term or safeguard your financial journey, we’re here to help guide you every step of the way—just like a moose charting its path through the forest.

Take charge of your financial future today! 🦌

04/03/2025

Hello!
My name is Kelcie Edwards!
I am a momma of 3 amazing kiddos Waylon, Weston, and Huxlynn!
I’m married to Zachary we have been together 8 years married 2 we started in high school!
We have 3 dogs Shiloh, Sunda, and Sitka.
My family spends all our free time in the mountains hunting, hiking, fishing, and having dinner!
I also go to college full time online for the university of phoenix, for my Bachelor’s in science management. I am an honor roll student and I am apart if the NSLS!
I am the owner of my own financial planning practice! I partner with Wise Financial they are an amazing team to work with we collaborate together and help each other grow!

https://www.wisefinancial.net/

I would appreciate anyone that can like and share my business!
I’d love to answer any questions anyone may have!
Thank you!