About Bloom Financial Planning
What Makes Us Unique?
As a female advisor, small business owner, wife, and mother, I wear, and have worn, many of the same hats as my clients. I understand where you are coming from, and I can share many of the experiences my clients are going through.
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Living and working through time away from the workforce during the adoption and birth of my children and providing care for both of my parents when they needed me.
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Changing careers completely and wondering what the next stage of my life would look like.
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Starting a small business, tackling the challenges, and celebrating the victories of each year.
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Planning for my children's education, my business succession plan, and one day in the future, my retirement.
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Most importantly, I am a wife, mother, and bonus mother to my family during each of these seasons.
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Each of these personal life experiences, coupled with years of walking through life with clients and learning from their own varied experiences, allows us to have unique insight as we guide our clients through the planting and reaping of each financial goal.
How do we work with
our clients?
We give our clients peace of mind.
We do this by discovering what matters most to each client at different points during our relationship. We use that information to drive an individualized goals-based plan, prioritize those goals, put a plan in place to achieve each goal, and regularly review the exercise to ensure we are always focusing on what matters most.
Why did I become a
Financial Advisor?
As early as high school, one of my part-time jobs was working for a local insurance agency. I really enjoyed going to work, learning more about the industry, and helping people in my community.
As I transitioned to college, I began with a major in Business Management with emphasis in either Accounting or Finance. The more courses I completed, the more I fell in love with Finance. I even had dreams early on in college of working on Wall Street one day. After college, I left the industry for almost a decade while working as a Nursing Home Administrator. It was such a fulfilling and challenging career, however when I became a mother, I no longer wanted to work sixty hour work weeks, nights, and weekends.
As I thought about my career path during this season of life, I knew I wanted to continue to help people while also being present for my family. It was during this time that I was presented with a chance to come back into financial planning in my hometown. Over a decade later, I am still here, and I am so thankful to get to do what I love every day.