Ellis Financial Planning

We are seeing a lot of red cards out there. Refs, do SOMETHING!!!

Our office is closing early today at 1pm. We will resume normal business hours tomorrow.

We realize this is unusual for us to step away mid-day. You may be wondering if something urgent is going on.

Kathy’s younger brother (Eric’s uncle) passed away late last week. We are closing so that all of our team can attend his visitation and funeral service.

Thank you for allowing us this time to be with our family today.

Which one would you choose?
• Handheld massager
• Cashmere Blanket
• High-quality speaker

Tell us in the comments!

🎉 Birthday Alert: it’s Patti's Birthday Day! 🎉

If Ellis Financial Planning is the plane… Patti is the air-traffic controller keeping us on the runway, on time, and (mostly) out of trouble. 😄

Help us celebrate our Office Manager + chaos-tamer-in-chief today.

👉 Drop a quick “Happy Birthday, Patti!” in the chat (bonus points if you add your favorite “Patti saved the day when…” moment).

Almost everyone we work with has the thought, “I know I should be doing something… I just don’t know what”.

That is exactly what personalized full-service financial planning is for.

What we do: Personalized full-service financial planning.

What that means: you have a trusted team to handle whatever life throws at you with your finances – we do the heavy lifting so you can have more time, less stress, and more money.

How we do it:
→ Understand YOU
(your goals, values, concerns, and priorities)

→ Design YOUR plan
(retirement, taxes, legacy, & investments working together)

→ Get YOU going
(clear next steps, no overwhelm, we execute)

→ Help keep YOU on track
(ongoing guidance as life changes)

Then you will know you are doing the right things instead of wondering if you are.

🎉 Double celebration for David! 🎉
Not only did he have a birthday this past week, he’s also celebrating 6 years with our team.

David is steady, thoughtful, and the kind of teammate you can count on. We’re grateful for the way you show up for our clients and our team every day.

Happy Birthday + Happy 6-Year Anniversary, David! 👏
👇 Drop a quick “Happy Birthday, David!” in the comments.