Traction Financial Partners

Financial conversations can feel uncomfortable, but discussing future goals, important documents, and family responsibilities can help everyone prepare. Consider starting with one topic and building from there.

Financial planning often starts with questions before it gets to numbers. Here are four questions that can help you think about where you are and what you want your money to support.

There are no right or wrong answers, and everyone's situation is different. Which question do you find hardest to answer? Tell us below. (Please don't share personal or account information in the comments.)

Tell us in the comments: What financial planning topic would you like us to cover? 👇 (Please don't share personal or account information in the comments.)

This content is for educational and informational purposes only and is not personalized investment, tax, or legal advice.

Happy birthday to Leslie!

We're grateful for the expertise and care you bring to every client.

Hope your day is a great one, Leslie! 🎉

Financial wellness doesn't happen overnight; it happens one-week at a time. Here are 3 tasks to knock out this week!

Happy birthday to our CEO, Bob Heykoop! On behalf of everyone at TFP, thank you for your leadership, your vision and the care you show this team every day. TFP wouldn't be what is without you. Wishing you a wonderful day and a year full of joy!! 🎂

On this day, we hold space for reflection and gratitude, for the lives lost, the heroes who responded, and the resilience that followed. Never forget.

This month's spotlight is on Ryan McNamee, CPA, CFP®, Wealth Advisor here at TFP.

Ryan graduated from George Mason University with a degree in accounting and spent 4.5 years in public accounting, where he earned his CPA license. It was during this time that he discovered his true passion for financial planning, a passion for helping people that traces back to his days as a personal trainer, guiding clients toward their goals.

In 2023, Ryan traded Northern Virginia for Colorado and hasn't looked back. Outside the office, he's embraced the outdoor lifestyle, mountain biking, skiing, and chasing 14ers, with his cat Max keeping him company at home.

We're so glad to have Ryan on our team!

To our amazing clients, thank you for your continued support. Have a safe and happy Labor Day weekend! 🎉

Financial terms don’t have to be complicated! 📖

This month’s glossary spotlight is RMDs. Reach out to our team to learn how specific strategies for your RMDs may fit into your overall retirement plan.

If there’s a financial term you’ve heard but never quite understood, drop it in the comments! We may feature it in an upcoming glossary post.