Gretchen Meyer Financial

With the much anticipated, big interest rate cut last month (half a percentage point!), we wanted to share how this affects borrowers and savers like you. Click the link to read more about how this change will affect your credit cards, savings accounts, mortgage, car loan, and much more.

What are your thoughts on the interest rate cut? Do you have anything planned as a result of the cut? Chime in below 👇

https://loom.ly/-2E-TI8

Every year it feels like the holidays sneak up on us! ✨ We're planning ahead this year and wanted to share five helpful financial strategies for budget planning during the holiday season:

1️⃣ Set a spending limit or range
2️⃣ Start saving early and often
3️⃣ Make a gift list and stick to it
4️⃣ Take advantage of sales, deals, and coupons
5️⃣ Track and adjust spending along the way

By planning ahead and staying organized, you can enjoy the holidays without the stress of overspending. What are your tricks for staying on budget (or as close to it as possible!) during the hustle and bustle of the holidays?

Philanthropy can enrich communities and enhance personal financial strategies. As you navigate your financial journey, charitable actions can deepen your impact and bring substantial financial benefits. Philanthropy not only allows you to contribute to societal well-being but also enhances your own financial flexibility.

If you’re interested in discussing how to strategically incorporate charitable giving into your financial planning, we are here to help. Explore our Customized Financial Plans to align your financial goals with philanthropic desires.

Here are THREE key considerations to help you incorporate charitable giving into your financial strategy effectively!

Happy ! 😀 If we can help just one person smile today, we will consider the day a success! ✨

Today is National Women's Health and Fitness Day, which encourages all women to focus on their physical and emotional well-being today and every day. 💪 The connection between financial and physical health and well-being runs deep. When we feel good inside — physically, emotionally, and mentally — we radiate that outwards in our lives. 🌟 We put together our top strategies for maintaining both financial and physical health, check them out!

If you're feeling like your financial health needs a check-up, reach out and book a consultation with us 👉 https://loom.ly/szdDWBU

The future of Gretchen Meyer Financial is bright! 🌟 Earlier this year, we completed an office remodel with custom furniture and even a bar to celebrate life’s special moments together. 🥂 This fall, we will host a ribbon cutting and open house to welcome our dear friends and clients near and far to check out our updated space. 💌 Our team is also growing, and we are in the process of hiring two new members to our team. These women are amazing and we can’t wait to introduce them to you!

More exciting announcements are coming in the next few months 👀 stay tuned! Are you on our email list? Get all the latest news first by sign up here: https://loom.ly/wI0g0Ew

Are you thinking about taking on a major expense in the next 12 months? This could include a new home, a second home, a home renovation, a vacation, or an event like a wedding or party. Whatever you're planning for in the near future, it requires a close look at your financial situation so that you can set realistic, reachable goals. 🚀

We can help you come up with a financial plan for saving and budgeting for an upcoming major expense. Let's find a customized financial plan to make your vision come to life! ✨ Click here to get started: https://loom.ly/szdDWBU

Are you in your 60's and thinking about retirement and the shifting dynamics of your financial future? Maybe you've reached retirement age and have many questions about Social Security, life insurance, long term care, and your retirement accounts. You may be thinking or worrying about your estate plans and making sure that your family will be well cared-for. We will work closely with you to ease your mind and to walk you through any concerns you may have for these big changes ahead. 🤝

Book a consultation with us to review your current situation and plan for future financial stability and success. Let’s ensure your financial strategies have you set up for a smooth transition to retirement 🌟 https://loom.ly/szdDWBU

Our financial planning offering is continuing to wow our clients. It has become the fastest-growing aspect of our practice. Clients truly appreciate not only having a plan with crystal-clear goals but also action steps and a pathway to achieve them. 🌟 If you’d like to learn more about this offering, please schedule a time to connect and select “financial planning discovery session" 👉 https://loom.ly/szdDWBU

With a seasonal change comes reflection from past years. We found this gem from our White Party in 2022. The most incredible team, right here! 👏 So grateful for their hard work, collaboration, and dedication to our clients over the years. Thank you!

Financial markets hate uncertainty, and what's more uncertain than an election year? 🗳️ Markets tend to be more volatile during the primaries and then bounce back and return to an upwards trajectory heading toward Election Day. 📈

Do you want to make sure your long-term investment strategy can withstand the market volatility brought by a presidential election year? Book a consultation with us: https://loom.ly/szdDWBU

Are you in your 50s thinking about how to best optimize your financial future? 📈 As you move closer to retirement age, it's normal to have questions about the future. Perhaps you’re going through a life change like sending your kids off to college or dealing with a divorce. No matter your current situation, we are here to support and guide you to ensure that you are fully prepared for whatever comes your way.

Book a consultation with us to dive deeper and plan for this pivotal decade of your life for future success. Let’s ensure your financial strategies are perfectly aligned with your goals! 🌟 https://loom.ly/szdDWBU

This summer, we celebrated our 10 year anniversary and we couldn’t be prouder. It has been a thrilling ride along the way. In the beginning, it was just Gretchen and Tanya building relationships with our beloved clients. We have fond memories of clients’ folders stacked high upon our desks as we worked diligently to process new accounts. Together, we hosted special events and seminars locally to build a community where women could come together, be vulnerable and earnest in their desires to pursue financial independence. 💙

To think of how far we've come — adding more invaluable people to our team, bringing on more wonderful clients who've truly become family — we are bursting with gratitude. Together, we grow. Together, we will continue to build a strong foundation for our clients. Our clients’ success is our success. To many, many more years! 🥂✨

Share a fond memory of your experience with us over this last decade. 👇 We'd love to hear them!

Financial independence isn't just about having wealth—it's about having the knowledge and plans to manage and grow that wealth effectively. 💙 At Gretchen Meyer Financial, we're committed to empowering women like you with the tools and advice you need to secure a prosperous and independent future.

Book your consultation here: https://loom.ly/Gq32dyI

We're still celebrating Women’s Equality Day here at Gretchen Meyer Financial! Today, we're honored to share stories from women who have embraced their financial journeys with us. As we reflect on these powerful testimonials, we are reminded of the profound impact that tailored financial advice can have on individual lives.

Tap the 💙 if you find these inspiring!

Today, on Women's Equality Day, we at Gretchen Meyer Financial celebrate the progress made towards gender equality and recommit to empowering women in their financial journeys. 💙

Our founder, Gretchen Meyer, turned her own financial challenges into a force for change, establishing GMF to create a supportive space where women can gain financial literacy, build confidence, and secure their independence. From Gretchen’s story of resilience and transformation to our dedicated team helping hundreds of women across the U.S., our mission is to inspire and uplift every woman to take control of her financial future.

As we mark this important day, let's anchor into this powerful message from Serena Williams: 'Every woman's success should be an inspiration to another. We're strongest when we cheer each other on.' 🌟

Throwback Thursday to the founding of Gretchen Meyer Financial — 10 years ago! 🎉

"You don't need to see the whole staircase, just take the first step." This quote resonates deeply with Gretchen Meyer as she reflects on the decade-long journey of GMF. Gretchen has kept this quote in a folder for the last ten years, finding inspiration in its message during numerous pivotal moments. This Throwback Thursday is particularly sentimental for her. She's immensely proud of how Gretchen Meyer Financial has evolved and what it stands for today. Join us in celebrating a decade of commitment, growth, and empowerment at GMF!

As we reflect on the last 10 years in business at Gretchen Meyer Financial, we can’t help but think about all the amazing clients we’ve had the privilege to support. ✨ Their stories inspire us and highlight the importance of personalized financial planning. Read about their experiences and see how we've helped them achieve their financial goals. Thank you for being a part of our journey!

Looking to finance your child’s education? 🎓 Discover strategies that ensure you invest wisely without straining your finances. Explore how 529 plans, educational trusts, and more can work for you. Start planning a secure educational future for your child today! ✨

Can you believe it's been 10 years?! It's amazing to see how far we've come over the past decade. The last 10 years have been filled with challenges, celebrations, tears, laughter and everything in between. Thanks for being along for the ride. We're thrilled to continue serving you. Happy 10 years to us! 🎉