Ashli Newcomb - Kingsview Partners

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Ashli Newcomb - Kingsview Partners For the woman who has built wealth, but still feels like she is guessing.

Happy Boss's Day to the best!How lucky are we to get to work for someone who makes work so much fun!
10/16/2026

Happy Boss's Day to the best!

How lucky are we to get to work for someone who makes work so much fun!

One of the easiest places to leave money on the table is your own paycheck.If your employer offers a 401(k) match, check...
10/15/2026

One of the easiest places to leave money on the table is your own paycheck.

If your employer offers a 401(k) match, check what you need to contribute to receive the full amount available to you.

Then look one step further.

• What percentage are you contributing now?
• Where is the money invested?
• Who is listed as your beneficiary?

These are small settings, but they can sit untouched for years.

Our Ask Her program provides a clear, practical approach to reviewing your finances and setting priorities for the year ahead.

No financial-planner answer of “it depends” allowed today. 😂If you had to choose, which one are you picking?A or B? Tell...
10/14/2026

No financial-planner answer of “it depends” allowed today. 😂
If you had to choose, which one are you picking?
A or B? Tell me why. 👇

You don't have to live in Paris, Tennessee to work with me.I think sometimes social media makes it look like my practice...
10/13/2026

You don't have to live in Paris, Tennessee to work with me.

I think sometimes social media makes it look like my practice is entirely local because you see our office, community events and Women & Wealth gatherings.

But we work with women across the United States.

Some clients sit across the table from me in my office.

Some meet with me by video from another state.

Some prefer a good old-fashioned phone call.

Your location doesn't determine whether we can build a relationship and create a financial plan together.

If you're looking for guidance around your investments, retirement, taxes, estate planning or a major life transition, we can meet in the way that works best for you.

📍 In person
💻 Video conference
📱 Phone

Good financial guidance doesn't have to be down the street. It just has to be there when you need it.

📩 Message me MEET and I'll send you the link to choose the type of appointment that works best for you.

Tax-loss harvesting isn’t just a December strategy.
10/12/2026

Tax-loss harvesting isn’t just a December strategy.

There are some financial decisions you can revisit in January.Others close with the calendar.That makes the end of the y...
10/09/2026

There are some financial decisions you can revisit in January.

Others close with the calendar.

That makes the end of the year a good time to look at what still needs attention.

• Are you getting the full retirement match available to you?

• Did this year create gains or losses worth reviewing?

• If you take RMDs, has the full amount come out?

This month, Ask Her is focusing on the year-end reminders that matter at different stages of your financial life.

A few minutes now could save you from discovering something in January that would have been easier to fix in December.

Stay tuned for all the details!
10/08/2026

Stay tuned for all the details!

They've spent decades building their wealth. I take the responsibility of helping them make decisions with it seriously....
10/06/2026

They've spent decades building their wealth. I take the responsibility of helping them make decisions with it seriously.

A little less glamorous behind the scenes today. 😂
Study materials, notes and continuing education.

One of the things I love about financial planning is that you never really get to say, “Well, I know everything now.”

Tax laws change.
Retirement rules change.
Planning strategies evolve.
Markets change.

Every client's situation brings a different set of questions, so part of taking care of clients is continuing to learn.

Your portfolio is down $100,000. Now what?
10/05/2026

Your portfolio is down $100,000. Now what?

Address

117 East Wood Street, Suite B
Paris, TN
38242

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