CoreAlign Financial

04/09/2026

Charlottesville ~ 𝗧𝗵𝗲 𝗧𝗼𝗺 𝗧𝗼𝗺 𝗙𝗲𝘀𝘁𝗶𝘃𝗮𝗹 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗶𝘀 𝗟𝗜𝗩𝗘! 🎡
Mark your calendars for April 22–26!

This is easily one of my favorite weeks in Charlottesville, and I’m excited to participate this year! I’ll be leading a workshop for founders, mission-driven business owners, and the "self-employed curious." If this sounds like you, I'd love to see you there on Friday, April 24!

If you’ve never been to Tom Tom, life is short; check it out! This is such a special week in our city. The energy is infectious, and it’s packed with lots of opportunities to make connections.

Register for the workshop here: https://www.eventbrite.com/e/the-courage-to-follow-your-calling-from-messy-money-to-a-clear-plan-tickets-1984578743445?aff=oddtdtcreator

Full schedule for Tom Tom Fest: https://tomtomfestival2026.sched.com/list/simple See less

04/08/2025

𝐘𝐨𝐮 𝐜𝐚𝐧’𝐭 𝐦𝐚𝐭𝐡 𝐲𝐨𝐮𝐫 𝐰𝐚𝐲 𝐭𝐨 𝐚 𝐠𝐨𝐨𝐝 𝐥𝐢𝐟𝐞.

Life can be... 𝘮𝘦𝘴𝘴𝘺.
Things change.
So do your finances.

𝐘𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬 𝐚𝐫𝐞 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐬𝐲𝐬𝐭𝐞𝐦 𝐨𝐟 𝐋𝐈𝐅𝐄.
And complex systems aren’t 𝘴𝘰𝘭𝘷𝘦𝘥—they’re 𝘮𝘢𝘯𝘢𝘨𝘦𝘥.

Want to be successful with your money?
✅ Align it with what matters
✅ Build in margin to give yourself breathing room
✅ Put a framework in place to help you stay on track
✅ Focus on making informed choices—not perfect ones

How are you approaching your money?
As a problem to solve… or a system to navigate?

03/26/2025

𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚 𝐭𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐛𝐮𝐭 𝐧𝐞𝐞𝐝 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐚𝐦𝐞 𝐩𝐥𝐚𝐧?

If you are:

🔹 Considering a career shift or starting a business
🔹 Adjusting to a change in family structure or home life
🔹 Preparing for an exciting (or challenging) new chapter
🔹 Ready for a fresh start but unsure where to begin...

𝐓𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐬𝐭𝐞𝐩 𝐢𝐬 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐩𝐢𝐜𝐭𝐮𝐫𝐞 𝐨𝐟 𝐰𝐡𝐞𝐫𝐞 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰.

Then, you'll want to focus on these key areas:

🔹 Determine exactly how much you need and develop a realistic timeline
🔹 Build a cash flow plan to keep you financially stable throughout your transition
🔹 Develop a strategy to handle income fluctuations
🔹 Prepare for benefits or tax changes
🔹 Anticipate potential challenges and create a plan to navigate them smoothly

Ready for 1-on-1 support to move forward?

Our Freedom Blueprint helps you tackle these steps and implement smart financial strategies—so you can transition with confidence and reach your goals faster. 𝐈𝐧 𝐣𝐮𝐬𝐭 𝟏𝟐 𝐰𝐞𝐞𝐤𝐬, 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐡𝐚𝐯𝐞 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐫𝐨𝐚𝐝𝐦𝐚𝐩, 𝐚 𝐬𝐨𝐥𝐢𝐝 𝐩𝐥𝐚𝐧 𝐢𝐧 𝐦𝐨𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐦𝐨𝐯𝐞 𝐟𝐨𝐫𝐰𝐚𝐫𝐝.

𝐖𝐡𝐚𝐭 𝐭𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠? Drop me a DM or email at [email protected] to start the conversation. I’d love to discuss how we can help you confidently navigate the next chapter!

02/25/2025

𝐈𝐭’𝐬 𝐚 𝐬𝐭𝐫𝐞𝐬𝐬𝐟𝐮𝐥 𝐭𝐢𝐦𝐞 𝐟𝐨𝐫 𝐬𝐨 𝐦𝐚𝐧𝐲 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰, and my heart goes out to my clients as I support them in solidifying their risk plans for potential layoffs.

It’s normal to feel overwhelmed. Uncertainty can weigh heavily on your emotions and mental health, and if you find yourself struggling, please lean on your support system.

I’d like to share some practical steps you can take now to help you prepare if you're concerned that layoffs or a return-to-office mandate could be on your horizon.

𝐌𝐲 𝐓𝐨𝐩 𝐓𝐢𝐩𝐬 𝐟𝐨𝐫 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐉𝐨𝐛 𝐔𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲:

1. 𝐁𝐞 𝐩𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞. Preparation is key to feeling confident and having more options.
2. 𝐃𝐞𝐟𝐢𝐧𝐞 𝐭𝐡𝐞 𝐫𝐢𝐬𝐤 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭. Are you concerned about a potential layoff, a mandatory return-to-office, or both?
3. 𝐏𝐥𝐚𝐧 𝐲𝐨𝐮𝐫 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐞 to a return-to-office mandate (RTOW). If RTOW is not feasible for you, consider your exit strategy. Is there a reason to stay for a short period of time (e.g., waiting for a bonus payout)?
4. 𝐓𝐢𝐠𝐡𝐭 𝐮𝐩 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬.
-Identify any expenses you will eliminate or reduce NOW (to increase your emergency fund).
-Identify expenses that will be eliminated or reduced if and when you do experience a layoff.
5. 𝐊𝐧𝐨𝐰 𝐰𝐡𝐚𝐭’𝐬 𝐨𝐰𝐞𝐝 𝐭𝐨 𝐲𝐨𝐮. Would you be entitled to any compensation (back pay, sick pay, vacation pay) or a severance package?
6. 𝐁𝐞 𝐩𝐫𝐞𝐩𝐚𝐫𝐞𝐝 𝐟𝐨𝐫 𝐚 𝐣𝐨𝐛 𝐬𝐞𝐚𝐫𝐜𝐡.
-Update your resume and LinkedIn profile now.
-Confirm whether you’re subject to any non-solicitation or non-compete agreements.
-Nurture your network. Opportunities can come from unexpected places!
7. 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫 𝐨𝐩𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐬𝐡𝐨𝐫𝐭-𝐭𝐞𝐫𝐦 𝐢𝐧𝐜𝐨𝐦𝐞 (like side hustles or freelancing) that could help bridge the gap.

𝐖𝐡𝐚𝐭’𝐬 𝐍𝐞𝐱𝐭?

After you’ve tackled these immediate steps…I would encourage you to reflect: If you are impacted by layoffs, 𝐰𝐡𝐚𝐭 𝐰𝐨𝐫𝐤 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐝𝐨 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐜𝐡𝐚𝐩𝐭𝐞𝐫 𝐢𝐧 𝐥𝐢𝐟𝐞? How can you begin to plan for this?

Uncertainty is hard. Having a plan in place gives you confidence and options, no matter what happens next. Rooting for you, friend.

If you’re unsure about your financial options or would value support in developing your risk plan, let’s chat.

01/09/2025

🎯 𝐃𝐨 𝐍𝐞𝐰 𝐘𝐞𝐚𝐫’𝐬 𝐑𝐞𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐬𝐞𝐞𝐦 𝐩𝐨𝐢𝐧𝐭𝐥𝐞𝐬𝐬 𝐭𝐨 𝐲𝐨𝐮?

Lots of goals focus on checking boxes, rather than creating a life you love.

𝐇𝐞𝐫𝐞’𝐬 𝐭𝐡𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦: Having the wrong goals can lead you further from the life you actually want!

What if you reframed your goals this year?

✅ Instead of “Save $X,” aim to “Save $X to fund an amazing month-long vacation.”
✅ Instead of “Earn more,” strive for “Flexibility to pursue my passion.”
✅ Instead of “Cut expenses,” focus on “Aligning my money with experiences that bring me the most joy.”

Ask yourself:
What really matters to me?
What kind of life do I want to build?
How can I use my money and time to support that vision?

Your best life starts with the right goals.

👉 What’s one goal you’re excited about this year?

01/01/2025

𝐀𝐫𝐞 𝐲𝐨𝐮 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐥𝐢𝐯𝐞 𝐲𝐨𝐮𝐫 𝐛𝐞𝐬𝐭 𝐥𝐢𝐟𝐞 𝐢𝐧 𝟐𝟎𝟐𝟓? 🌟

I’m thrilled to kick off the New Year by offering a special gift to my community:

✨ All Freedom Kickstarts scheduled in January will receive TWO WEEKS of follow-on implementation support at NO additional cost! ✨

The Freedom Kickstart gives you:
✅ Clarity on your finances
✅ A clear plan with near-term steps to move you toward the life you want

Get the SUPPORT you need to put your plan into action and create the life you want! 💪

DM me or visit the link in the comments to get started!

12/18/2024

𝗩𝗮𝗴𝘂𝗲 𝗮𝗻𝗱 𝗼𝘃𝗲𝗿𝘂𝘀𝗲𝗱 𝗯𝘂𝘇𝘇𝘄𝗼𝗿𝗱𝘀 𝗮𝗿𝗲 𝗮 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

“Financial Freedom” is everywhere, yet no one agrees what it actually means. How can you achieve something you can’t even define? And why would you want to?

Instead, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐦𝐞𝐧𝐭 is something worth striving for. When you're financially empowered:

- You—not your money or your circumstances—make decisions for your life.
- Money doesn’t just “happen” to you; you’re in the driver’s seat.
- Your goals, values, and dreams take center stage—instead of a back seat.

It starts with getting 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 and taking 𝐜𝐨𝐧𝐭𝐫𝐨𝐥.

Want to take charge of your life in 2025? Let's chat--Drop me a DM!

12/03/2024

**Public Service Reminder**

These are SKILLS:
✔️Setting Boundaries
✔️Saying No Without Guilt
✔️Practicing Mindfulness
✔️Prioritizing Self-Care

Are you building these skills?

How are you embracing JOMO?

11/19/2024

3 HIGH IMPACT reads for anyone considering a life transition:

1. Life Planning for You - George Kinder
2. Your Money or Your Life -Vicki Robin & Joe Dominguez
3. Mindset: The New Psychology of Success - Carol Dweck

If you feel stuck in a rut, #1 can be life changing.

Anything you would add to this list?

11/14/2024

Optimizing your Life > Maximizing your Money

This month marks the 1 year anniversary of me leaving my corporate career to follow a calling! This was 100% the right decision for me.

Me in 2022:
-Working long hours & not sure I was headed anywhere I wanted to go
-In a career path which I was no longer passionate about

Me in 2024:
-Have autonomy over my calendar--and my life
-Passionate about my work that positively impacts lives every day

In this week's blog post, I provide easy steps for getting started with designing a life you love. Check it out at https://www.corealignfin.com/blog/dontmaximize

Cheering you on in "I'll change things one day --> Day one of change!"

(Instead, Optimize Your Life!)