Blog
We feature money stories, Financial A-Team profiles, and actionable tips for you.
(Potential) Recession, Bear (Market), and Inflation…Oh My!
This week we had a Financial Friends chat about the current and near term economy and market. We talked about talk on Recession, Bear Market, and mostly...fear. Here are some takeaways:1 - You have survived a recession and maybe you didn't even feel the impact of it....
How to Create Values-Aligned Financial Goals
In our Values-Aligned Financial Goals workshop, Melissa Mittelstaedt led The Pledgettes in mindful session full of exercises to determine our values for the ultimate goal of using them to guide our financial goals. At The Pledgettes, our values define our approach to...
Get Started! How to Take an Active Role in your Personal Finances
1. Start a money conversation. Money conversations are like peeling back the layers of an onion. Start slowly on experience questions before diving deep into numbers questions. Celebrate success, share experiences, and ask questions. When we normalize money...
Financial A-Team Q&A: Sales Mastermind Jaime Rowe from Impact to Income
Jaime Rowe, Sales Mastermind and creator of the Close With Confidence Method answers some questions about her business and how she helps clients with their Big Financial Goals! What is your title and what does it mean? How did you earn your title? My title(s) are...
Learn to Manage Your Money Daily Like CFO, Jenny Yaeger
Jenny Yaeger, President of ClariFi Business Solutions answers some questions about her role as a Fractional CFO and how she helps her clients achieve their financial goals. What is your title and what does it mean? How did you earn your title? I am a Fractional CFO,...
Being Present in Your Body with Your Money
Alison Romer - Community Cultivator at The Pledgettes This week, The Pledgettes hosted a workshop with Dava Stovern of Somatic Money about how to be more present in our bodies with our money. The workshop was incredible. We didn't post the replay in the...
Spending Tips from the Mountain Mama Summit 2022
Jenn Uhen of The Pledgettes Last weekend, I facilitated a session at the Mountain Mama Summit in Salida, CO. This is an incredible event organized by a wonderful group of nurses in Chaffee County. They brought a number of important topics to choose from...
Financial A-Team: Financial Advisors like Kristin Thompson CFP® focus on guiding women in their financial journey, helping them learn how to protect, save and invest in their futures.
Your personal financial journey does not need to be a solo one! We are not self-made men, we are community-made women; let’s celebrate those who help by being our Financial A-Team. Meet Kristin Thompson, a Financial Advisor, who can help your long-range financial...
Taxes & The Value Adding a Tax Professional Your Financial A-Team
More in-depth post within The Pledgettes community where I share how much I spend on tax services. Taxes is a popular topic that comes up this time of year. And you'll usually hear me talk about two different things. 1 - What tax service do you need/want: tax...
