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Josh Monroe, CFP®, CIMA®

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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®
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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.
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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 ...
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Josh Monroe, CFP®, CIMA® Feb 9, 2021 4:10:00 PM 6 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 ...
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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 ...
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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 ...
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Josh Monroe, CFP®, CIMA® May 22, 2019 5:00:00 PM 7 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 ...
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Josh Monroe, CFP®, CIMA® May 10, 2019 4:48:00 PM 7 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 ...
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Josh Monroe, CFP®, CIMA® Apr 5, 2019 4:18:00 PM 5 min read

Teaching Young Kids About Money

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