Skip to content
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®

Do you wish you had started working with a financial advisor sooner? Here are 4 changes to your adult child’s financial situation that can indicate that it’s time for them to get a financial advisor.

Read on Kiplinger.com
avatar

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.

RELATED ARTICLES

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.
Start Reading
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 2021, it’s best to prepare for the worst ...
Start Reading
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 anniversary!” This unfortunate true story is one ...
Start Reading