Josh Monroe, CFP®, CIMA®

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals. Josh joined the Brightworth team in 2019 as a Wealth Planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.

Blog Post by Josh Monroe, CFP®, CIMA®

Josh Monroe, CFP®, CIMA® Sep 16, 2021 2:38:09 PM < 1 min read

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?

Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®

Josh Monroe, CFP®, CIMA® Apr 19, 2021 3:49:00 PM < 1 min read

Is Your Financial Plan Flexible Enough?

As your life changes, your financial plan may change too. And that’s OK.

Josh Monroe, CFP®, CIMA® Feb 16, 2021 11:47:00 AM < 1 min read

DON'T COUNT ON A BONUS OR RECAPTURING LAST YEAR'S PAY CUT – BUDGET AROUND IT INSTEAD

If you are worried that your executive compensation may not meet your expectations in ...

Josh Monroe, CFP®, CIMA® Feb 9, 2021 4:10:00 PM 4 min read

Propel Your Wealth: Five Money Tips to Improve Your Marriage this Valentine’s Day

"Two double beds? You have to be kidding me. We’re here to celebrate our first ...

Josh Monroe, CFP®, CIMA® Oct 7, 2020 4:04:00 PM < 1 min read

COUPLES  BOTH  WORKING  FROM  HOME? HOW TO MAXIMIZE YOUR FINANCES 

If you’ve been working from home this year you may have noticed an increase in the amount ...

Josh Monroe, CFP®, CIMA® May 8, 2020 5:55:00 PM < 1 min read

In Your 40s with Money in a 401(k)? Don't let this bear market derail your financial plan

If you’re in your 40s, you’ve been growing your wealth in the last decade since the 2008 ...

Josh Monroe, CFP®, CIMA® May 22, 2019 5:00:00 PM 4 min read

Why You Should Start Saving Early

Our clients often ask “How much do I need to save this year to be on track for ...

Josh Monroe, CFP®, CIMA® May 10, 2019 4:48:00 PM 4 min read

Switching from a Two-Income Household to Just One

Are you considering leaving your job to be a stay-at-home parent? If you’re a little ...

Josh Monroe, CFP®, CIMA® Apr 5, 2019 4:18:00 PM 3 min read

Teaching Young Kids About Money

What did your parents teach you about money growing up? Was money an open conversation in ...