Christopher Grimes, Equitable Advisors LLC

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

Happy Holidays! We wish you and your family joy and happiness.

Wishing you a day filled with gratitude this Thanksgiving!

Today we honor the courage and commitment of
our nation's veterans. Thank you for your service!

Happy Labor Day! Today we recognize the contributions of workers everywhere. Wishing you a safe and relaxing holiday.

🧠 Here’s a thought…
“Estate” isn’t just about assets; it also involves thoughtful preparation for how responsibilities and decisions may be handled in the future. Whether you're outlining your wishes or reviewing existing strategies, TODAY is a great time to reflect on what matters most.

Have you also considered…
💭 Updating your will
💭 Considering powers of attorney
💭 Exploring strategies for future generations
💭 Aiming to reduce potential stress for loved ones

Everyone’s situation is unique. Work with your team of professionals today!

The start of the school year is a great time to review your retirement plan contributions. Check in on your progress using our retirement planning calculator. Reach out to discuss how our retirement savings plans can help you confidently build a secure future. https://equitable.com/individuals/retirement-savings-plans/retirement-planning-calculator?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0825_BTS_2025&utm_content=The_Start_of_the_School_Year

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial responsibility. This early exposure can set them on the path to making informed financial decisions later in life. Learn more about why you should have these essential conversations with you kids. As a financial professional, I can help ensure you’re on the right track towards securing your family’s financial well-being. Contact me to get started.

“Not nice, slide.” 🛝

That’s what my daughter said after taking a tumble off the slide at the playground. She pointed at it with all the attitude in the world 😤, gave it the side-eye 👀, and wanted nothing to do with it for the rest of the day.

And honestly? I didn’t blame her.

But right before we were about to leave, she walked back to that slide. Climbed it. And went down — smiling. 😊

I was ready to rush out and beat traffic 🚗💨. But my wife reminded me: this was the moment. Not to move past, not to overlook. A small window for confidence and courage that we almost missed. 💡

It reminded me a lot of financial planning.

Sometimes our clients take a “fall” — a bad investment, a surprise expense, a decision they regret 💥. They avoid talking about it. They call it “not nice” and push it away.

But given time, support, and space, most people come back to confront it. On their own terms. 💬

Our job isn’t to rush the moment. It’s to create it.

That’s where growth happens — on the other side of the slide. 🌱

What’s been your “not nice slide” moment — personally or financially — that you came back to with a little more courage the second time around? 👇

Looking for a unique approach to achieve financial success? Cutting back on spending is just one piece of the puzzle. Explore some other effective strategies to maximize your income and build the financial life you've always wanted. I’m here to help. Contact me if you’re ready for help with your financial plan.
https://content.equitable.com/2024/07/24/to-find-financial-success-stop-trying-to-spend-less/

Marriage, kids, career changes and other milestones are worth celebrating. You deserve the kind of financial planning that will support you through every change. Learn more about how Equitable Advisors experienced financial professionals can meet you where you are and help you build a plan to thrive at every stage. Reach out to start the conversation.
https://www.youtube.com/watch?v=sdd1EopiMkM