Building a Legacy: Making Memories and Protecting WealthWhen people think about building a legacy, two essential concepts come to mind: the memories we create and the wealth we leave behind…Nov 5Nov 5
Smart Spending for Family Fun: Budget-Friendly Ideas for Quality TimeIn today’s economy, many families seek ways to enjoy quality time together without breaking the bank. While expensive vacations and outings…Oct 8Oct 8
Navigating Love and Finances: Smart Financial Planning for CouplesManaging finances as a couple can be a delicate balance, but it’s one of the most critical aspects of building a robust and lasting…Sep 23Sep 23
Securing Tomorrow: Strategic Financial Planning for Your Family’s FutureIn a world where financial stability can be as uncertain as the weather, securing your family’s future requires more than just hope and a…Aug 30Aug 30
Strategic Financial Security: Advanced Planning Techniques for FamiliesAchieving financial security for your family requires more than just advanced saving technics and budgeting. It involves employing advanced…Aug 1Aug 1
Love and Money: Couple’s Financial Planning StrategiesFinancial planning is critical to any relationship, especially for couples aiming to build a secure and prosperous future together. Money…Jul 8Jul 8
Smart Financial Planning for Life’s Celebrations: Weddings, Birthdays, and VacationsLife’s milestones deserve to be celebrated in style, but financial prudence ensures these celebrations don’t lead to future financial…Jun 9Jun 9
Love and Money: Crafting a Harmonious Financial Future TogetherWhen couples come together, they bring a blend of backgrounds, values, and dreams. While love is the foundation of a relationship, money…May 31May 31
Securing Family Finances: Future-Ready PlanningSecuring your family’s financial future requires more than living paycheck to paycheck or stashing away a bit of savings. It involves…May 29May 29
Jonna KellerJonna Keller | President and Found Wealth Manager/ Financial Planning | Sarasota, FLMay 21May 21