Catherine Heath, Certified Financial Planner professional

10/02/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

10/01/2026

Proof that you're never too old to try something new! 🥁😄

I've been learning to play the drums, and let's just say... my timing is still a work in progress. 😂

Learning a new skill reminds me that growth doesn't stop when we leave school or even when we retire. In fact, many people find their most enjoyable hobbies and passions later in life. 🎶✨

One of my favorite parts of financial planning is helping people prepare for the things they want to do, not just the money they want to have.

Because life isn't just about building wealth. It's about having the freedom to learn, explore, and occasionally make a little noise along the way! 🥁🎉

Anyone else pick up a new hobby recently? 👇😊

09/30/2026

👧💕 Sisters

Looking at this photo brings back a lot of memories. 😊

When you're a kid, your biggest concerns might be what game you're going to play, what snack you're getting after school, or what you want to be when you grow up. 🎠🍦✨

As adults, life gets a little more complicated. Careers, families, mortgages, retirement, and all the responsibilities that come with them. ❤️

But at the heart of it all, many of our goals aren't that different. We still want security. We still want happiness. We still want the freedom to pursue our dreams and spend time with the people we love. 🏡✈️👨‍👩‍👧‍👦

That's one reason I'm so passionate about financial planning. It's not just about money. It's about helping create the confidence to enjoy life's next chapter, whatever that may be.

And if we're lucky, we get to share that journey with family along the way. 💕

What's one dream you had as a child that still inspires you today? 👇

09/29/2026

🏛️✨ Standing in the Colosseum

There are few places that make you appreciate the power of long-term thinking quite like the Colosseum. 🏛️

Nearly 2,000 years later, people from around the world still come to see what was built centuries ago. It made me think about the importance of creating something that lasts.

While financial planning may not leave behind stone monuments, it can help create something just as meaningful: opportunities for future generations, unforgettable experiences, and the freedom to live life on your terms. ❤️

The choices we make today can shape the stories we'll be telling years from now. ✨🌍

That's one of the reasons I love what I do. It's not just about planning finances. It's about helping people build the life they want to live.

What's something you're building today that future you will be grateful for? 😊👇

09/28/2026

Monday reminder: the goal isn't the spreadsheet... it's moments like these. 🐼🌺✨

One of the best parts of planning for the future is knowing you're creating opportunities for experiences you'll never forget. ❤️

Whether it's a dream trip, a family vacation, or simply a spontaneous weekend getaway, those memories are often the real return on all the hard work. ✈️🏖️

And sometimes, those adventures include finding a giant flower panda in the middle of Las Vegas. 😄🎰

Life is meant to be enjoyed. Don't forget to make plans for the fun stuff, too! 🎉

What's your favorite trip you've ever taken? 👇

09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

09/25/2026

POV: You learn a new dance move and immediately record it because there's no chance you'll remember it tomorrow. 😂💃🕺

Happy Friday everyone!

09/24/2026

🚗💛 Fall is officially here, and this license plate caught my attention...

FN2DRV

Honestly, that's not a bad reminder for financial planning.

We work hard, save diligently, and plan for the future. But the goal isn't just accumulating money. It's creating the freedom to enjoy life's journey along the way.

As we head into the final months of the year, here are a few items worth reviewing:

✅ Retirement contributions
✅ Tax planning opportunities
✅ Beneficiary designations
✅ Estate planning documents
✅ Cash reserves and emergency savings

A little planning today may help you spend more time doing what you love tomorrow.

And hopefully, have a little fun driving there too. 😎🍁

What is one thing on your fall financial checklist?

09/23/2026

Separated at Birth? 🤷‍♂️😂

Beginning to wonder if Jeremy and Colin were separated at birth... or just share the same wardrobe consultant. 👔👔

For the second (third? fourth?) time, they showed up dressed almost exactly alike. At this rate, we're considering assigning them matching desks and a buddy system. 😆

The markets may be unpredictable, but apparently Jeremy and Colin's clothing choices are not.

Swipe to see today's episode of: 🎬 "Twinning in the Workplace"