What Does Financial Wellness Mean to Us?
At ARK Financial Wellness, we believe financial wellness is so much more than numbers on a spreadsheet. It’s about living a life you love, with confidence in your finances, clarity in your decisions, and the freedom to pursue what matters most.
As women financial advisors, we are proud to work with career-driven women and dual-income couples who are juggling full lives, big goals, and the constant challenge of managing time, energy, and money. We know your financial life doesn’t exist in a vacuum. Your income and savings are just one part of the picture. What you’re really trying to do is build a life that’s rich in every sense of the word.
We’ve worked with individuals who want to retire early, take a dream vacation, start a business, or make a career change to something more meaningful. We’ve helped couples align their goals to create more margin in their lives—not just financially, but emotionally and mentally. For us, financial wellness means helping you make money decisions that support the life you want to live.
So, what is financial wellness, really?
To us, it means having enough health, time, and financial confidence to:
- Relish in family time
- Watch your kids grow up—and actually be there for it
- Create and crush your bucket list experiences
- Live simply
- Be around to spoil your grandkids
- Take that trip you’ve always dreamed of
- Pivot to a career or business that excites you
- Enjoy your life now, while still planning wisely for your future
We believe that financial wellness includes your return on life, not just your return on investment. You can have all the money in the world, but without a sense of purpose, fulfillment, or joy, it’s hard to call it true wealth.
That’s why we take a purpose-driven approach to financial planning; one that integrates your personal dreams, your professional ambitions, and your core values. We’re not here to simply manage assets. We’re here to help you live with clarity, to reduce your stress, and to build confidence that your money is working for you.
Our goal is to empower you to live intentionally, spend meaningfully, and pursue what fills you up. Because when you feel in control of your money, you’re able to show up more fully – in your work, in your family, and in your own well-being.
And that’s what financial wellness means to us at ARK. Helping you live a life that feels full, purposeful, and possible.
Disclaimer:
This work is powered by Advisor I/O under the Terms of Service and may be a derivative of the original.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.
This content not reviewed by FINRA
ARK Financial Wellness, LLC is an independent firm with advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management is an SEC Registered Investment Advisory Firm.
ARK’s YouTube Videos
SECURE Act 2.0 Highlights
What is the SECURE Act? Lisa shares a brief summary of what it is, what the original bill included and how the changes in the SECURE Act 2.0 can help you save for a more successful retirement.
Click here to check out our blog post on this topic.
The Financial Future is Female
Traditionally, men have handled the finances. But at ARK, we are finding that more and more women, regardless of their relationship status- Single, married, divorced, widowed – are making the big financial decisions and are managing the day-to-day finances. Watch this video to learn more about the unique challenges and the many opportunities that women have when it comes to our finances. Check out the blog post on this topic also.
What is a Fiduciary?
Lisa talks about what a fiduciary is and why its so important to work with someone who is held to a fiduciary standard when it comes to managing your money.
Read more about our Fiduciary Commitment here.
How to Start Out on the Right Foot in 2023
Lisa shares some questions to ask yourself and your loved ones which will help you to grow financially and personally in the new year.
Planning for Your Future…and for Your Today
We find that clients sometimes struggle with doing what is needed to save for their future needs and goals, but also having enough leftover to live for today. Watch this video to find out what it means to live for today.
How Much Should I be Saving and Spending at Age 40?
“Where should I be – financially – at age 40?” Or any age for that matter? We get this question a lot at client meetings. While Google and benchmarks can help you get started, they can’t give you the answers you need for your particular situation, lifestyle and goals. Watch more to get tips on how to save and spend your money wisely at any age!
Real vs Fake Financial Advisors
Set the bar high, and do your homework in seeking a Financial Advisor to aid in making crucial financial decisions for you and your family. Get a good understanding of their background, education, experience and services by using free online tools to help you differentiate real from fake Financial Planners/Advisors!
If you have more questions about this, visit our FAQs page.
