One Choice Financial Wellness

08/27/2026

This is an event you don't want to meet. Register TODAY

One Choice Financial Wellness

You don't want to miss this event. Registration is required.

One Choice Financial Wellness

08/24/2026

You don't want to miss this event. Registration is required.

One Choice Financial Wellness

08/14/2026

08/14/2026

Follow-Up Friday

Just checking in with you today. One of the things I’m committed to doing better is making sure my clients understand the power of the Living Benefits Life Insurance Policies they have in place.

Life insurance isn't only about what happens after you're gone. Depending on your policy and qualifying circumstances, your coverage may also provide benefits while you're living and dealing with certain illnesses or health challenges.

You have a policy for a reason. My job is to make sure you understand what it can do for you.

If it's been a while since we reviewed your policy, let's schedule a quick check-in. No pressure. Just making sure you know what you have and how it works.

That's what Follow-Up Friday is all about. 💜
One Choice Financial Wellness

08/13/2026

Let's Talk
One Choice Financial Wellness

Would your household be financially prepared for the loss of a spouse?

Depending on eligibility and individual circumstances, Social Security benefits may change after a spouse dies, while many household expenses may continue.

Ahead of National Social Security Day, it’s worth considering how your family could be affected financially by the loss of a loved one.

Our latest blog explores how a change in Social Security benefits could affect a household and the role life insurance can play in helping families prepare for the financial impact of loss.

Learn more: https://bit.ly/4hANw0p

08/13/2026

Have you ever wondered what retirement will really look like once the paycheck stops?

Our September conversation is one I think everyone preparing for retirement needs to hear:

“What Retirement Didn’t Tell Me!”
Preparing for Retirement Is Different Than Living in Retirement

Saving for retirement is one thing. Actually living in retirement is another.

We'll talk about the things you may not think about until you're there, including income, expenses, healthcare, taxes, lifestyle changes, and making your money last.

Guest Speaker: Wonda Grayson
Grayson Consulting Group

📅 Monday, September 14
🕕 6:00 PM | Doors open at 5:45 PM
📍 Orleans Bistro
5442 Southpoint Plaza Way
Registration: https://form.jotform.com/261917420828158

Come learn. Come ask questions. Come prepare for the retirement you actually want to live.

Money Mindset Monday is FREE, but registration is required.

Bring a friend, spouse, coworker, or someone who is already retired. Let's have the conversation before retirement tells you what you didn't know.

Please click the link to complete this form.

08/12/2026

Highlight from Monday's Money Mindset Monday

One Choice Financial Wellness

08/12/2026

💜 My heart is FULL! 💜

Last night’s Money Mindset Monday one-year anniversary was absolutely amazing!

We had a storm rolling through, and several people reached out to let me know they couldn't make it. But those who could come showed up, and I am so grateful!

Thank you to everyone who came out and celebrated this milestone with me. Thank you to my clients, past guest speakers, regular attendees, friends, and new guests who have supported Money Mindset Monday over this past year. Special thanks to Orleans Bistro & Grill for opening your doors.

And a very special thank you to everyone who shared what Money Mindset Monday means to you. Hearing your stories and knowing that these conversations have made an impact truly touched my heart.

I also want to give a huge thank you to our guest speaker Nicole from HB Law, PLC. for stepping in and sharing her knowledge about Wills vs. Trusts. Your willingness to support me and this event means more than you know.

What started one year ago as an idea has become a community.

My heart is full. 💜

Thank you for believing in me, supporting me, showing up, sharing, learning, and growing with me.

And trust me… we're just getting started!

Here's to Year 2 of Money Mindset Monday! 🥂