Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® on LinkedIn: #financialplanning #advisors #values #millennials (2024)

🌟 Happy International Childfree Day! 🌟Today we want to celebrate our child-free clients, just like we celebrate mothers on Mother's Day and fathers on Father's Day!Being child-free generally means choosing not to adopt or have children, which is different from those who are childless (want children, but haven't yet or aren't able to.)At Ellevate, we know that intentionally choosing a child-free lifestyle sometimes means that traditional financial planning doesn't work for you.💡 It often involves exploring out-of-the-box lifestyle choices and unique inheritance planning conversations. We are here for it! 💪We are honored to have amazing child-free clients! Cheers to financial freedom and living your great life, whatever that looks like for you! 🥂🎉#ChildfreeDay #FinancialPlanning for #Advisors

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🌟 Embrace the Adventure as You Age! 🌟🚀 Adventure goes beyond thrill-seeking hobbies. ✈️🪂🏄♀️Adventure is anything that provokes exploration and risk - pushing your physical, mental, or emotional boundaries! 👏It's a powerful catalyst for personal growth, helping us pressure-forge problem-solving skills 🧠 along the way. As we age, adventure comes with a lot of benefits, including living healthier, happier, and longer! 🌿😊We approach holistic Succession Planning as an adventure in itself! 💡Our process supports your personal development 💓 alongside your business action items.💼 Considering your business transition brings high challenge, but should also bring high excitement toward the future. 🌞This approach to succession builds resilience not only for your firm, but for you! 💪Are you an advisor considering a business transition and are ready to embark on this journey with a trusted guide? 🚀🌈 Let's talk! #PersonalGrowth #HealthyAging #AdventureAwaits #SuccessionPlanning #LiveYourGreatLife 🌍✨

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Theo helped us celebrate the end of the Tour de France in Nice! Special memories with the family! #TheoThursday

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Advisors, I know how hard it is. You've intended to set up your Continuity Plan, 🚑 but more immediate tasks keep getting in the way. Before you know it, another year has passed, and your Continuity Plan is still not updated. 😔This can feel scary because it leaves your clients and family at risk. 😬You don't have to live that way anymore! 🙌 Here are 3 simple ways to kickstart your Continuity Plan TODAY:1️⃣ Check for an Existing Plan: Many advisors I talk to are surprised to find that there is a basic continuity plan included in a section of their business documents, especially if it doesn't align with what they want to happen!2️⃣ Find a Continuity Partner: If you don't have a Continuity Partner yet, don't stress about finding a perfect match. Start by thinking of 3 advisors you trust and reach out to them to start the conversation!3️⃣ Schedule a Consultation: If you have a potential Continuity Partner in mind, schedule a free consultation with me. I can help you determine if you are the right fit as Continuity Partners and identify your next steps.Don't let another year slip by with this project still looming. 🙅♀️Which of these 3 quick starts will help you most? Let's get your Continuity Plan moving! 💪🌟 #ContinuityPlanning for #Advisors

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Money is one of the top subjects couples fight about, and advisors are not exempt! All of my advisor clients are couples. I've often seen the dynamic where the advisor primarily handles the finances and the non-advisor partner is intimidated or unsure of how to join the conversation. Seeing couples come together and both be equally represented in their financial lives is one of the best parts of my job! So here are some tips for helping couples talk about money: 1️⃣Take a break from talking numbers and get back to the basics. Share your first memories about money and how they impacted you. Connecting on this level can help you understand each other's perspectives. 💞2️⃣If budgeting is a pain point (and it is for many advisors) consider leveling the playing field. Choose a budgeting software that neither of you is super familiar with and learn it together. This can help both of you stay engaged in the process. 3️⃣Make money talks! I recommend the Money Habitudes card game to understand how you each approach money and the habits you've built. 4️⃣Schedule regular money talks on your calendar at a time when you're both engaged and not distracted. Take turns on who leads the "agenda" so you cover what is most important to both of you. 5️⃣ Outsource your personal financial plan! It is amazing the breakthroughs that happen with an objective third party. You've helped your clients. Now it's your turn to reap the benefits of financial planning! If you're an advisor considering outsourcing your plan, let's chat! I'd love to help you and your life partner get on the same page about money! 💗 💵#FinancialPlanning for #Advisors #RelationshipGoals#MoneyTalks

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Sautéed spinach 🥬 is a great analogy for how advisors think about saving for retirement... 😱🤣 Fortunately, we don't have to wait for retirement to know if you're on track to have enough saved! Let me tell you a story... 📖 Financial planner, Amir, and his wife, Jenna, a nurse, hired me to create their financial plan and boost💪 their confidence about retiring in the next few years.Despite their vigilant saving, Amir still didn't feel secure about having enough and how their retirement would affect their lifestyle.💰After defining "enough" and reviewing their scenarios, we discovered they had MORE than enough saved for retirement and could even move their timeline to retire sooner if they wanted. 🥳A happy ending to the story is they immediately planned a trip to South Africa to focus on their goal of traveling together more! 🌍✈️Hiring an advisor (even if you are one) brings you peace of mind so you can enjoy today without sacrificing your future security! 🌟#FinancialPlanning for #Advisors 💼✨

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🎉 Congratulations to our incredible Associate Exit Planner, Tiffany Lee, CPRC for officially earning her Certified Professional Retirement Coach (CPRC) credential! 🏅If you didn't know, Tiffany's journey is truly inspiring. She worked as a music therapist for years before taking a break to be a full-time mom of 3. 👩👧👦✨ Joining the Ellevate Team was her re-introduction into the workforce shortly after we launched in 2020. 🚀With her unique background, Tiffany quickly saw the crossover between her therapy skills and the Exit Planning space. ➡️📈 Business transitions can come with an array of emotions, and understanding our emotions can help us harness their power instead of letting them derail us. 💪Tiffany has been instrumental in designing our holistic Succession Planning service for advisors, focusing on both the personal and business aspects of transitions. 📝❤️ Her expertise ensures that our clients not only make progress on business action items but also navigate the personal side of their journey with confidence and clarity. 👀We are so grateful to have Tiffany as a valuable member of our team, and we couldn't be prouder of her accomplishments! 🌟👏 Join us in celebrating Tiffany's achievement and the amazing work she does! 🎊🥳#CPRC #SuccessionPlanning #ExitPlanning for #Advisors #CareerMilestone

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Succession Planning requires thinking long-term 🕰️, which can be challenging. 🤔Business landscapes shift 🌐, and you're not in control of all the variables. 🎢But here's a crucial aspect that's within your grasp: envisioning what comes NEXT for you personally! 🌟✨ The more you celebrate and visualize your future 🎉, the more thrilling it becomes!Whether you're gearing up for retirement 🏖️ or embarking on an encore career 🎓, this excitement will fuel your energy for effective succession planning. 🚀That's why we prioritize personal goals alongside business goals when we help advisors design their Succession Plan. 💼✨ One feeds the other, creating excitement and momentum towards a well-planned transition! 🌟If you are an advisor considering your Succession Plan, I encourage you to set some time in your calendar 🗓️ to dream about your next chapter. Schedule your free consultation and let's explore what your Succession Plan could look like! 🌟💼#SuccessionPlanning for #FinancialAdvisors #NextChapter #FutureReady

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🌟 Bonjour from Paris! Theo and I are soaking up the beautiful Parisian vibes, enjoying croissants 🥐 and our daily leisurely strolls by Notre Dame. 🐾Traveling with Theo 🐶 reminds me how grateful I am for the freedom to live and enjoy these precious moments. ✨ Living and working from France for two months wouldn’t be possible without careful financial planning and encouragement from our own advisor! 📊💡As a financial advisor, I understand the importance of crafting a plan that allows you to not only secure your future but also enjoy the present. 🌟 If you're anything like me, you probably need an outside perspective to make your dreams happen. 💡If you're an advisor, let’s connect and discuss how your financial plan can help you live your great life, just as Theo, Aron and I are doing here in Paris! 🌍✈️ #TheoThursday #ParisianLife #FinancialPlanning for #Advisors

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