Our firm, Nolan Financial Partners, focuses on addressing clients’ financial-planning needs from a holistic, 360-degree perspective. Two essential drivers of the firm’s growth are (1) providing financial education and (2) communicating the firm’s overall planning philosophy, as well as our culture of transparency and authenticity.
We communicate our messaging through several channels, including our website blog and videos, social media, and speaking engagements. We also host a local radio program, “Nolan Financial Radio,” which airs on a local FM station in the Colorado Springs area and in podcast form. In addition, we present a livestreaming broadcast, “Wealth is a Team Sport,” which is also a podcast.
Another piece of our communication effort has recently come to fruition. The book “Money Moves: Change Where Your Money Lives, Change How Your Financial World Grows” was published on March 29, 2022. I wrote the book with assistance from my husband and business partner, Kris McKinney, and our very talented editor.
“Money Moves” was written for pre-retirees and retirees who want to achieve and retain the lifestyle they aspire to but have difficulty navigating different financial priorities. Many times, they also just don’t have the time or knowledge base to effectively build a financial plan for their future. No matter how much money they may have, changing where their money “lives” can change how their financial world grows.
An excerpt from the introduction to the book provides a good look at my perspective on how people can proactively change the way they approach their retirement planning:
Shortly after publication, “Money Moves” became Amazon’s #1 new release in the Financial Services Industry category. As of late May 2022, it is still on Amazon’s best-seller list in that category. We are proud to donate a portion of the proceeds from the book to Capital Sisters International. Its mission is to connect impoverished women in developing countries who need micro business loans with investors willing to provide them. Capital Sisters International works to advance the economic empowerment of women through entrepreneurship.
Disclosure: Insurance, consulting, and education services offered through Nolan Financial Partners Ltd. Investment advisory and financial-planning services offered through Tara Nolan Advisory Services Ltd., a registered investment advisor.
Photography by Paul Wedlake
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