Tatym Lillquist, Financial Services

I just got done listening to a fantastic sermon that really got me thinking about my current and future clients. "We grow when TRUTH confronts our TRADITIONS" (credit to Pastor Doug from Red Rocks Church).

So here is your daily dose of truth. Why are most individuals not where they want to be financially? The problem of the puts.

1. Putting off getting started. We/I can't save right now because (BLANK).
- The kids are going back to school so August is too busy
- We are going on vacation and are busy before we leave
- Work is busy

The list goes on. Life will never not be busy. Timing is certainly a big element and the timing will not always be right. However, choosing to continue putting off your finances due to life being busy is the reason why people wake up 5 years later not where they want to be.

2. Putting away too little. Something on some basis will always be better than nothing. But comfort kills. You should be increasing your plan contributions over time. If you aren't, make sure you understand what the outcome will be if you change nothing. If you're not happy with the outcome, it's probably time to put more away.

3. Putting money in the wrong places. Make sure you understand how the environments you are saving into align with your goals. Also make sure you understand what other options you have.

August Women in Business Book Club ✅
Book: The Dip by Seth Godin 📖

Also, happy 1-year to us! 🥂 I started this book club with the intention to read good books with other like-minded women. I wasn't too sure what that looked like, or if anyone would show up but here we are. Thank you to all the ladies that have attended just one, or multiple meet-ups.

“A tribe is a group of people connected to one another, connected to a leader, and connected to an idea. For millions of years, human beings have been part of one tribe or another. A group needs only two things to be a tribe: a shared interest and a way to communicate.” - Seth Godin

This past year I have had the privilege of attending a quarterly cohort to learn how to best plan for Physician’s alongside an outstanding group of financial advisors from across the country.

Thank you, Timothy Radden, for sharing your wisdom and 30+ years of knowledge with us. For helping us navigate the complexities of financial planning and setting our clients up for success.

Blessed to continue the good work of building and maintaining wealth for my clients 💛🏦🩺📈📊

It’s easy to build wealth when times are good. But too often, people focus only on accumulating wealth. This approach can leave your family vulnerable when it comes time to pass down that wealth.

Potential financial blind spots that may get in the way of a potential inheritance or gift:
❗ Taxes
❗ IRS restrictions
❗ Account restrictions
❗ Time restrictions

http://spr.ly/6184cvsFG

Did you know that there is a big wealth transfer happening in the United States? $30 trillion is going to be in the hands of women in 2030. Yes, you read that right, $30 trillion. To the women reading this, keep building better financial habits, keep having uncomfortable conversations and keep your financial plan updated.

If you don't have one or have questions, reach out and stop putting your finances on the back burner.

“Bottom line: When women earn more, all society benefits immensely. The research proves it. I’ve seen it and felt it. I’m sure you have, too. Instead of just admiring women who earn millions and change the world, become one.”
― Rachel Rodgers, We Should All Be Millionaires

💅🏽 👛 💸 💲

A Picnic + a Seth Godin read = a recipe for good conversation 🍉 🧺 📘

Join us next month, ladies! If it is your first time attending, reach out to me directly so we can get you involved.

July Women in Business Book Club ✅

📚 Make your Bed by Admiral William H.
📍 Edgewater Public Market

If you want to change the world...

"...don’t back down from the sharks.”
“...slide down the obstacle headfirst.”
“...be your very best in the darkest moments.”
“...start singing when you’re up to your neck in mud.”
“...find someone to help you paddle.”
“...measure a person by the size of their heart.”

And of course, “...start off by making your bed.” Reach out to join us in August!

We’re showcasing a few hospitality alums 🎓who are thriving in the industry! Popping off first is Tatym Lillquist, Financial Advisor at Northwestern Mutual:

“What I appreciate most about my experience is having opportunities to network with tenured industry professionals, understand how the marketplace works through sales competitions, and being connected to companies seeking top talent.”

(link in bio for full interview)

🍻 Who's coming to happy hour at ? 🌱

Green Spaces: Co-working & Marketplace is more than just a venue; it's a hub of Community, Culture & Sustainability. They connect creatives, innovators, and small businesses, providing the resources they need to thrive.

Join us on Thursday, July 18, from 4-6pm for an evening of community, culture, and celebration! RSVP here: https://fb.me/e/3HKg51mBp

🚗 Parking can be tricky in this area, so we encourage ridesharing or alternative transportation. There are 2-hour street parking options and a couple of paid lots nearby:

27th and Blake: $8.25 for 2 hours (5 min walk)
2823 Blake St: $5 for 2 h

Please give yourself ample time to arrive and park. We can't wait to see you there!

Three days until our Women in Business Mixer! This event is for you if:

⚡ You've been wanting to meet new women but haven't known where to start/go
⚡ You are exploring different career opportunities and want to meet women in different industries
⚡ You are intimidated by larger networking events and are looking for a smaller, more intimate event

🎟️ Tickets still available here: http://spr.ly/6181g5e6z

Had an amazing time attending Gateway to Growth in Milwaukee, WI. The program is one in which you must qualify and be nominated for. Feeling very fortunate to build my business alongside those that continue to prioritize serving their clients and intentionally growing their business.

There are six months left of the year, my ecosystem for growth has been shifted and is locked in 🔝 🚀 ⚡

What, if anything, is detracting you from your ecosystem for growth?

T-10 days until our Women in Business Mixer! Learn a little about our power panel ✨ ⤵️

Tickets still available here: http://spr.ly/61825CnEI

Step 1: Put this on your calendar and message me your contact info, so you can receive the RSVP link. Let's be real, if you don't do this, you ain't coming.

Step 2: Purchase the book. Audiobook, hard copy, borrowed copy, It's all the same.

Step 3: Read the dang book (or at least most of it, we won't judge).

Step 4: Show up on Tuesday, July 2nd ready for conversation and community.

See you ladies there! 📚 ✅ 💃🏽 ☕ 🍷

I wanted to take a moment to share something that has been on my heart. Over the last six months, five clients of mine have lost their fathers - may each of them rest in peace. These have all been women between the ages of 25-42 years old.

I recently met with one of those clients to revisit her plan and she shared with me "I have never truly realized how significant the work you do is until my dad passed, and we discovered that he didn't have anything set up."

A prayer that I always pray is asking God to allow me to be his hands and feet and I have been hearing him loud and clear. While it can be uncomfortable, please have conversations with your parents and loved ones regarding their financial plan. If you need a few questions to open that door, please reach out. If you want someone to facilitate the conversation, please reach out.

Do not wait. You cannot afford to.

Ladies, join us for our Women in Business Mixer on June 27th from 6:00pm-8:30pm at Forte Denver!

Three reasons why you should attend:

🔅 Connect with women from different areas, industries and professions
🔅 Hear valuable insights from our panel of four women to watch and know
🔅 An opportunity to share more about your business, profession, journey, etc.

Limited space available. Tickets can be purchased here: http://spr.ly/6184eLFbo

Your business isn't going to be for everyone, and that's okay. But your business IS going to be for a lot of people - and that's who you keep showing up for. Clients like Rachel make it easy for me to show up. Thank you for your trust 💛

If you are looking for an experienced PT, this is your sign! http://spr.ly/6186eb3YY

Color Her Soul and Tatym Lillquist are excited to announce a collaboration for a Women in Business Mixer! If you are a boss woman looking to network with industry leaders and other change makers, this event is for you. Additionally, we will hear from a panel of women in different industries that are women to watch and know. Save the date on your calendar as more information follows! ✨ 💼 💚

Graduation season is in full swing. Congrats to all the graduates! 🎓

Let’s make the next step count and work together to build a solid financial plan for a secure future.

Sharing some client love!

Unpopular opinion: receiving a big tax refund may not be cause for celebration.

Here’s how you could have put your money to better use and what to do for next year instead. 🧐 💭

3 Reasons You Don’t Want a Big Tax Refund Next Year A big tax refund may not be cause for celebration. Here’s how to put your money to better use.

Last month's book of choice was "We Should All Be Millionaires" by Rachel Rogers and wow was it an impactful one.

We identified:
❌ Broke A** Decisions that are hindering our success as women in business
❌ Broke A** Boundaries that are limiting us from saying "yes" to ourselves
❌ Broke A** Thoughts that are creating a barrier from us and the life we want to live

We discussed how to make:
✅ Million Dollar Decisions that create time, energy + free up mental space
✅ Million Dollar Boundaries that help us understand how to stop giving away power
✅ Million Dollar Thoughts that allow us to recognize our worth + earning potential

Attention all ladies, this is a must-read.

📍 Thank you to Café Ole for hosting us.

Xoxo
A Million Dollar Squad

What an honor to travel to Phoenix last week to learn from Timothy Radden, a change agent in the Financial Services industry. This is what wealth management looks like. Future physicians... regardless of where you are physically or financially, from CO to NY, from residency to retirement, you will be well taken care of. 🔐 💸 👩🏽‍⚕️

“Leadership requires two things: a vision of the world that does not yet exist and the ability to communicate it.” ― Simon Sinek, Start with Why

Grateful for the opportunity to have spoken on a panel to MSU Denver students last week! Even more grateful to have done it alongside five other ambitious, successful, MSU Denver Alumni.

Thank you to the Center of Professional Selling not only for the opportunity, but for creating spaces like this for the go-getters! 💪🏽 💥

Tax season is here! Are you paying more than you should be in taxes? Here are some deductions you could be taking on your return 📝 📂

10 Tax Deductions You May Not Be Taking Advantage Of If any of these situations applies to you, you could be saving more in taxes.

Have you heard the good news? The amount you can add to your retirement accounts just went up. Let’s work together to ensure your future is in good hands. Message me to get started.

As of recently, I have been getting asked a lot of questions regarding the different types of life insurance. There is a lot of misinformation on different types of permanent life insurance and how it works. Like all financial information... consider the source!

If you have questions regarding life insurance strategies, let me know! 💲 📝

Sincerely,
A licensed financial advisor 😉

Making money is action.
Keeping money is behavior.
Growing money is knowledge.

What I always tell my clients is it's not what you make, it's what you keep. Are you a good steward of your dollars? Some ways we can accelerate planning outside of consistent paychecks are through:
- Tax refund dollars
- Bonuses
- Large commissions

Don't let bad habits hinder your financial growth. I am here to help 👩🏽‍💼 📊

Join us Tuesday March 19th for our March General Body Meeting event HER LEGACY, HER PATH: INSPIRING SUCCESS AND EMOTIONAL WELLNESS ✨

Graced by the presence of Jameka Lewis , Crystal Lee , and Alexandria Reed .co we’ll hear about their unique journeys and recognize them for their invaluable contributions to our communities.

6:30-7pm Networking
7-8pm Meeting

2701 Lawrence St. Denver, Co 80205

See you there!