Susan Wilkinson, MBA, CFP®

We help you plan for now and the future.
Securities offered through LPL Financial, Member SIPC

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Every financial journey starts with a conversation. Reach out today to discover how we can work together.
https://t.co/KrZ0i4uq33

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Are you trying to take greater control of your financial future but unsure where to begin?

Here, we explore 5 common financial planning challenges and practical steps you can take to get greater clarity with your finances.
https://t.co/xgEiLYbkvC

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

This article outlines proactive ways to share your financial direction, decision-making approach, values, and wisdom with family members before retirement, so your plans are clearer later.
https://t.co/Nq8RivaNZ0

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Our investment process involves 4 comprehensive steps:

1. Identifying your goals & objectives
2. Developing your strategy
3. Implementing your new portfolio
4. Continuous monitoring

Each of these steps is tailored to simplify your financial life.
https://t.co/X7AyuOQhln

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

In this article, we explore why year-round tax planning is essential and provide practical tips for weaving proactive tax strategies into your everyday financial routine.
https://t.co/TnAaoqvUEI

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Sending a child off to college? These 4 financial lessons could save them years of stress and money.
https://t.co/XGJC4HbA0T

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Why is changing unhealthy behaviors so difficult, even when we know what we should be doing?

The answer lies in how we approach change. This article walks through the 5 phases of lasting behavioral change and how to set yourself up for success.
https://t.co/AgrfYY1PiB

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

This article explores 3 elements that support a financially informed legacy:

1. Establishing a financial education plan
2. Creating governance structures that shield wealth and relationships
3. Using trusts and philanthropic vehicles as teaching tools
https://t.co/h70rpCAtHJ

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

To the moms, stepmoms, grandmothers, and mother figures: Thank you for your guidance, love, and inspiration. We appreciate everything you do.

Happy Mother’s Day! 💐

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

How do you pick the most appropriate retirement plan for your business and your employees?

Here, we will review three of the most popular choices for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.
https://t.co/eyjLBlPKbU

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

“Wilkinson Wealth Management is by far the finest team that we have ever worked with… Thank you for always being reachable and accommodating.” – James P.

We’re thankful for clients like James and the opportunity to serve families with care and clarity.

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

The concept of luxury manifests in many forms, but enjoying luxury in the present needs a counterbalance: a long-term financial strategy.

One of the key wealth tips for affluent families is to establish that structure.
https://t.co/9ku8r2oV3j

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Growth is a lifelong pursuit.

Success is measured by the goals you have yet to reach. Let’s build the road map to get you there.

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Your 20s and 30s are the golden age for wealth building! Learn how CFPs in Charlottesville can give you the early edge with smart strategies.
https://t.co/91CKAbhKQA

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Meet Jacquelyn Nasca, MS—financial counseling with discipline, heart, and purpose.

When she isn't in the office, you can find her quilting, painting watercolors, or creating stained-glass pieces for her family.

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Affluent families face the challenge of enjoying today while preparing for tomorrow. Read our latest article for tips on finding balance.
https://t.co/9ku8r2oV3j

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

If you've ever been told to "just stop overthinking," you know how unhelpful that advice actually is.

This article breaks down what overthinking really is and shares therapist-approved techniques to quiet the noise.
https://t.co/ufL8hKaSGe

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

35% of couples attribute stress in their relationship to financial issues. Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage.
https://t.co/XCNxm4rthS

[Susan Wilkinson, MBA, CFP® @WilkinsonWealth]

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help.

Here's a list of 529 qualified educational expenses.

https://t.co/vze3DmL51Y