LOTUS Financial Partners

Today is Women’s Equality Day - a reminder of how far women have come in achieving financial independence and how important financial education remains today.

While some barriers have been removed, challenges still exist when it comes to earnings, retirement readiness, caregiving responsibilities, and long-term wealth building.

Financial education is one of the most powerful tools available for building financial confidence and opportunity!

This September, Team LOTUS will be participating in Denver’s Light The Night walk in support of Blood Cancer United and Blood Cancer Awareness Month.

For me, this event is especially meaningful.

In December 2021, I lost my mom, Janet, after a 20-month battle with Acute Myeloid Leukemia (AML). Since then, I’ve wanted to find a meaningful way to honor her memory while supporting other families facing a blood cancer diagnosis.

Our Team LOTUS fundraising goal is $2,500, and LOTUS will match donations up to $1,000. (Link to our team page is in stories and bio.)

Throughout September, I’ll be sharing more about the event, my mom’s journey, blood cancer awareness, and why this cause means so much to me.

💜 Thank you for supporting Team LOTUS.

Financial Focus Friday 💜

I’ve been reflecting on a few ideas from AssetMark’s Mid-Year Outlook, and two in particular have continued to stick with me:
🤖 The shift from AI’s promise to its potential profits
📈 The fact that the top 10 companies now make up nearly 40% of the S&P 500

My biggest takeaway wasn’t a prediction about where markets are headed next.

It was a reminder that successful investing still comes back to the fundamentals: diversification, disciplined rebalancing, and staying focused on long-term goals.

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LongTermInvesting AssetMark

Around here, being chic looks a lot like clarity, partnership, and putting clients first. ✨

Only 1 in 4 Americans Has a Will. Do You?

✅ A will lets you decide what happens to your assets.
Without one, state law determines how your property is distributed.
✅ A will helps protect the people you love.
You can designate guardians for minor children and ensure your wishes are clearly documented.
✅ A will can simplify the estate settlement process.
Providing clear instructions can help reduce confusion, delays, and unnecessary stress for your loved ones.

Creating a will isn’t just about planning for the future. It’s about protecting the people you care about most and ensuring your wishes are honored.

With all the World Cup talk about red cards, I thought I’d hand out a few of my own. 🚩⚽️

As a financial advisor, I regularly hear comments like these. Most don’t come from a lack of intelligence, they come from very human assumptions, biases, and blind spots.

The good news? Once we recognize them, we can make better decisions.

Which red card resonates most with you?

☀️ Go Casey go! This summer, our wonderful apprentice advisor has been leading Finance 101 Sessions for young adults (ages 17-25), introducing them to the basics of money in a way that actually makes sense for real life.

Over the course of four sessions, she’s covering the foundational concepts of:
📊 Budgeting: where is your money going?
💳 Debt: understanding it and using it intentionally!
💵 Investments: your future self will thank you for getting started early!
☂️ Insurance: protecting what matters.

With two sessions completed and two to go, Casey is doing an incredible job of educating the next generation and equipping them with tools to understand personal finance!

This past Sunday marked 5 years at LOTUS! 🪷

This photo takes me back to celebrating my very first planning client as an independent advisor. I was excited, a little nervous, but ultimately hopeful about what I was building.

Since then, I have welcomed growth in my practice, my confidence, and most importantly, the relationships with my clients and my team. 💜