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 ...