Cultivating Wealth

We're hiring! Cultivating Wealth is seeking a full-time remote paraplanner to join our team.   The primary responsibilities of this role include preparing for client meetings, gathering and organizing client information, inputting data into financial planning software and making preliminary recommendations. This position has a clearly established career track with the opportunity for significant professional growth. After learning and adapting to the firm’s processes and procedures in the paraplanning role, this candidate will have the opportunity to begin working with clients as an associate advisor and then ultimately grow into a lead advisor. This is a great opportunity for someone who is driven, analytical and thrives in a collaborative team environment. This application process is being handled by Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.

We've got another CERTIFIED FINANCIAL PLANNER® over here! Congrats to Rebecca Incledon, CFP® on completion of the experience requirement for the CFP® designation! This is the last requirement on the long road toward mastery of financial planning (and using the letters!). Well done, Rebecca! CFP Board

Thinking about sprucing up your home? 🛠️ It’s exciting but don't skip the financial planning part! Here’s how to keep your renovation dreams on track with #FinancialPlanning ⬇️ 1️⃣ Figure out what you can afford and stick to it. 2️⃣ Look into home equity loans or personal loans. 3️⃣ Keep a little extra aside for those unexpected surprises. 4️⃣ Think about which projects will give you the best return on investment. 5️⃣ Know about any tax breaks or credits for your improvements. Smart financial planning can help turn your renovation dreams into reality without emptying your wallet. Need some advice? The team at Cultivating Wealth is here to help! 🌐 cultivatingwealth.com⁠ ⁠ ——⁠ ⁠ #HomeReno #FinancialPlanner #Renovation #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #HamptonsFinancial #RealEstate #HELOC #WomenInFinance

Retirement is a new chapter filled with possibilities, but it requires careful financial planning to ensure it's a fulfilling and secure one. Here are some important considerations for retirees: 💲 Income Sources: Assess your retirement income from pensions, Social Security, and savings. 🩺 Healthcare Costs: Plan for healthcare expenses, including insurance and long-term care. ✍️ Budgeting: Create a realistic budget to manage your expenses and avoid overspending. 📝 Estate Planning: Ensure your will, trusts, and beneficiary designations are up-to-date. 💰 Tax Planning: Be aware of the tax implications of your withdrawals and investments. Smart financial planning can help you enjoy your retirement years with peace of mind. Need guidance? Our team at Cultivating Wealth is here to help! 🌐 cultivatingwealth.com⁠ ⁠ ——⁠ ⁠ #FinancialPlanning #FinancialPlanner #Retirement #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #HamptonsFinancial #GenerationalWealth #WomenInFinance

Wishing everyone a happy Independence Day 🇺🇸✨ Have a safe and joyful Fourth of July weekend! #IndependenceDay #FourthOfJuly #CultivatingWealth

🌱 Interested in building generational wealth for your family? Starting an investment account for your kids can have a powerful impact thanks to the effects of compounding. The earlier you start, the better! Unsure where to begin? Reach out to a financial planner. We're always here to help at Cultivating Wealth. 🌐 cultivatingwealth.com⁠ ⁠ ——⁠ ⁠ #FinancialPlanning #FinancialPlanner #Retirement #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #HamptonsFinancial #GenerationalWealth #WomenInFinance

💡 Quick and easy win ⬇️ Do you have a lot of cash sitting in your big bank's checking account? With interest rates on the rise, you could earn 4-5% in a money market, CD, or high-yield savings account. Check what you're earning on your cash—chances are, you can get a better rate! ——⁠ ⁠ #FinancialPlanning #FinancialTip #CPA #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #NYCFinancialPlanner #HamptonsFinancial #SmartSavings #HighYield #MoneyMatters

Why did I choose to build a fee-only investment advisory firm? There are a few reasons: 1️⃣ Client Focused 2️⃣ Long-Term Relationships 3️⃣ Better Results At Cultivating Wealth, we believe a fee-only structure eliminates potential conflicts of interest, ensuring that our recommendations are always in your best interest. Without a commission-based model, we avoid transactional relationships, fostering long-term partnerships that benefit both advisor and client. Ready to experience the benefits of a fee-only advisor? Let's schedule a time to chat! 🌐 cultivatingwealth.com⁠ ⁠ ——⁠ ⁠ #FinancialPlanning #FinancialPlanner #FeeOnly #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #HamptonsFinancial #WomenAndWealth #WomenInFinance

Career changes are more common than ever, and navigating these transitions can be challenging. We're seeing that for senior executives and employees, it often takes longer to find the next great opportunity. That's where financial planning comes in. With a solid financial plan, you can manage the uncertainty and stay on track toward your goals. Whether you're transitioning to a new role, exploring different industries, or considering a career shift, having a plan in place can make all the difference. Ready to turn career change into an opportunity? Let's chat! 🌐 cultivatingwealth.com ——⁠ ⁠ #FinancialPlanning #FinancialPlanner #RetirementSavings #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #HamptonsFinancial #WomenAndWealth #WomenInFinance