Family Focused Financial, Shelly Sypien

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

09/05/2026

Proud to be one of 1,000 Columbia-trained holistic financial coaches across Equitable.

I’m proud to be part of this growing community of coaches who have completed the Columbia Holistic Financial Coach Program and are committed to helping clients navigate financial decisions through meaningful conversations, thoughtful planning, and a deeper understanding of what matters most.

This experience reinforced something I believe wholeheartedly: great financial planning starts with listening. Thank you to the clients who trust me to be part of your journey. If you’re looking for guidance, accountability, and a resource to help you plan for what’s next, let’s connect.

09/02/2026

What does your ideal retirement look like?

As a Credentialed Holistic Financial Coach through Columbia University, I work with clients to design financial plans that help them get from where they are to where they want to be. Beyond just financial guidance, I help my clients create the habits and behaviors that make their dreams a reality.

09/01/2026

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence.

Coaching guides my clients to identify who and what is most important at every stage in their lives — as well as the motivations behind their goals and dreams. Together, we can design a more purpose-driven financial plan.

Columbia Coaching Center of Excellence (CCOE), Teachers College, Columbia University, in partnership with Equitable Advisors, offers a customized Holistic Financial Coaching Program. The program is created especially for the firm’s Financial Professionals and Leaders, resulting in the “Credentia...

08/24/2026

Financial literacy is key for women to take charge of their financial future. The time is now! Let's empower ourselves with financial knowledge to help build a better future for ourselves. Contact me and let’s plan how to elevate your financial well-being.

08/22/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

08/21/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"❓❓❓That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon? If you're uncertain, let's have a chat! ☎️Together we can outline a strategy suited to your needs.

08/19/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

08/17/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

08/14/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.