Katella Wealth Management: Lisa Turner

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/20/2026

Four years ago, my life changed in an instant. One week, I was planning and organizing a regional celebration for over 200 guests — pouring my heart, creativity, energy, and even my own resources into creating something meaningful for others. Four days later, I was staring into a future I could no longer recognize.
At the time, my kids were only 7 and 9 years old. They didn’t really know what was going on, they just knew their mom wasn’t okay. I was terrified. Not just professionally… personally. Emotionally. Spiritually. I didn’t know what would happen next, and for a long time, I became a shell of myself trying to survive one of the hardest seasons of my life.
What hurt most wasn’t just walking through a life-changing event — it was realizing how many people knew something wasn’t right, yet stayed silent because of fear. And honestly, I understand that fear now more than I did then.
In the middle of all of it though, there were also people who never wavered in their belief in me. Families, friends, and relationships built over decades who chose trust over noise and character over rumors. I will never be able to fully express what that loyalty, grace, and belief meant to me during a time when I struggled to believe in myself.
For a long time, I hid. I stopped posting. I stopped showing up fully as myself. I questioned my worth, my purpose, and even my identity. I carried the weight of what people may have believed about me, and that hurt deeply because integrity has always been at the center of who I am.
A dear friend recently shared a quote on a podcast that struck me deeply:
“Never chase anyone who is comfortable losing you. Build your life by design, the way you want it to be, and you will enjoy the ride.”
And I think what I’ve learned is this: when you build your life around integrity, purpose, and who you truly are — instead of trying to earn acceptance from people unwilling to see your value — everything changes.
And sometimes, when a door opens just a little, you simply have to find the courage to step through it.

Thankfully, I found people who believed in me even when I struggled to believe in myself. I found a culture rooted in authenticity, relationships, courage, and purpose. And along the way, I realized something important:
BSometimes the hardest chapters of your life are the ones that introduce you to who you were always meant to become.
Today, I’m stronger. More compassionate. More relational. More intentional. More grateful.
And while I would never wish that season on anyone, I can honestly say now that my life became bigger, deeper, and more aligned because of what I walked through.
To anyone navigating uncertainty, heartbreak, fear, or a season where your identity feels shaken: keep going. Sometimes the life you’re grieving is making room for the life you were meant to build, and this time you’re building it for yourself.

✨ We inspire people to dream bigger and give them courage to take action. ✨

05/20/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

05/14/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

Wealth

05/12/2026

Here's a tip most students miss: when you file the FAFSA for state aid, you're automatically filing for federal aid too — so there's no reason to wait for the federal deadline.

State deadlines are often much earlier than the federal cutoff, sometimes arriving as early as February or March. Many states also set hard deadlines or use priority dates for first consideration.

Either way, students who file during the first few months tend to receive significantly more grant funding, on average, than those who file later.

The bottom line: aim for the earliest deadline on your list, whether that's your state's or your school's. That single submission covers you for all aid opportunities.

👉 Look up your state's specific FAFSA deadline at studentaid.gov and file as early as you can. Future-you will be glad you did.

05/11/2026

The private credit space has grown enormously over the last decade, luring investors with juicy yields and borrowers with bespoke terms. More recently, however, several credit issues have caused concern and sent some investors rushing for the exits. Are these alarming headlines signs of more to come? Or are investors overreacting? In this week’s Markets in a Minute, we help separate fact from fiction in the private credit markets.

In this edition, we help separate fact from fiction in the private credit markets.

04/24/2026

Happy Arbor Day!
Planting a tree is an investment in the future, something that grows stronger over time and benefits generations to come. At Katella Wealth, we believe financial planning works the same way. With thoughtful care and long term vision, the seeds you plant today can create lasting stability and growth for tomorrow. Here's the planting wisely and growing well.

04/22/2026

Just like the planet, wealth is something we nurture, protect, and grow over time. Small choices today can lead to a more sustainable future. Both financially and environmentally.
Here's to caring for what matters most.

Focused

04/20/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

04/15/2026

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.