Nested Financial & Tax Planning

Nested Financial & Tax Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Nested Financial & Tax Planning, Tax preparation service, Virtual, Palm Harbor, FL.

At Nested Financial, we turn financial stress into confidence!
šŸ„‚Our Financial Happiness Method helps women create a clear game plan for cash flow, investing, and more. šŸ’°
😊Let’s make finances simple so you can focus on living your best life!šŸ™Œ

ā€œServing LGBTQIA+ families doesn’t fit our target market.ā€That’s a real thing I was told.And I remember thinking…Who exa...
06/02/2026

ā€œServing LGBTQIA+ families doesn’t fit our target market.ā€

That’s a real thing I was told.

And I remember thinking…

Who exactly do you think you’re talking about?

My friends?

The people who let me move in when my heart was broken?

The people who flew across the country when my dad got sick?

The people who showed up when life got hard?

Because that’s who I heard.

Not a target market.

Not a niche.

My friends.

Then I got into wealth management and watched a trans client get mocked behind their back by people who were perfectly happy to take their money.

That told me everything I needed to know.

The truth is, some of the people I love most are LGBTQIA+.

Some are raising kids.

Some are trying to have them.

Some are caring for aging parents.

Some are building businesses.

Some are figuring life out one day at a time.

Just like the rest of us.

The difference is that many have had to do it while navigating rejection, judgment, and political nonsense that most of us will never fully understand.

So when Pride Month rolls around, I don’t think about rainbow logos.

I think about my friends.

And I hope they know how loved they are. 🌈

We don’t chase trendy investments.But a fun social media trend that’s basically real life in cartoon form?I’m in.One kid...
02/05/2026

We don’t chase trendy investments.

But a fun social media trend that’s basically real life in cartoon form?
I’m in.

One kid.
Two dogs.
Florida life.
Coke Zero.
Helping women feel calmer about their money.

Same rule as finances.
If it fits your life, do it.
If it doesn’t, skip it.

Want to make one?
Open ChatGPT.
Upload a few photos that actually show your life.
Type: ā€œCreate a caricature of me doing my job and my real life.ā€
Add details. Tweak it until it feels like you.

Post it and drop it in the comments.
Fun is allowed here.
Finance bros aren’t.

We don’t chase trendy investments.But a fun social media trend that’s basically real life in cartoon form?I’m in.One kid...
02/05/2026

We don’t chase trendy investments.

But a fun social media trend that’s basically real life in cartoon form?
I’m in.

One kid.
Two dogs.
Florida life.
Coke Zero.
Helping women feel calmer about their money.

Same rule as finances.
If it fits your life, do it.
If it doesn’t, skip it.

Want to make one?
Open ChatGPT.
Upload a few photos that actually show your life.
Type: ā€œCreate a caricature of me doing my job and my real life.ā€
Add details. Tweak it until it feels like you.

Post it and drop it in the comments.
Fun is allowed here.
Financed bros aren’t.

Happy Thanksgiving, friends.I’m grateful for every single client who lets me into their financial world. The women, the ...
11/27/2025

Happy Thanksgiving, friends.

I’m grateful for every single client who lets me into their financial world. The women, the men, the couples, the business owners, the ā€œI’m smart but my money feels chaoticā€ crowd. All of you.

Thank you for trusting me with the messy parts, the real-life parts, and the ā€œplease don’t judge my spendingā€ parts. That’s where the magic happens.

I’m thankful I get to do this work in a way that feels human, not finance-bro. I’m thankful for the people who come to me after being talked down to and say ā€œnever again.ā€ I’m thankful for the ones who finally slept better after we built their plan. That’s the good stuff.

And I’m obviously thankful for my own little circus at home who keep life loud, full, and hilarious.

I hope today gives you good food, a little peace, and zero guilt about enjoying your life.

Happy Thanksgiving. Love you more. 🧔

🌊 I’m on a boat! (Literally.)Just a heads-up: I’ll be out of office and out at sea from August 2 to 7, soaking up some m...
08/01/2025

🌊 I’m on a boat! (Literally.)

Just a heads-up: I’ll be out of office and out at sea from August 2 to 7, soaking up some much-needed family time and leaning fully into vacation mode.

That means no emails, no Zooms, no spreadsheets. Just sunshine, snacks, and pretending I don’t know what day it is. If you’ve reached out recently, I promise I’m not ignoring you. I’m just recharging so I can come back refreshed, focused, and maybe even tan.

šŸ“… I’ll be back to work and my inbox on August 8. Thanks for your patience, your trust, and for letting me step away for a few days. Y’all are the best.

P.S. No, this cruise is not a business write-off… but believe me, I tried. šŸ˜‰

Happy 2nd year anniversary Nested!
05/25/2025

Happy 2nd year anniversary Nested!

11/28/2024

🚨 Never Have I Ever: Thanksgiving Edition šŸ¦ƒšŸ‚Thanksgiving: the time for food, family, and… a little bit of chaos, right? Whether it’s a Stuffing Scuffle over the last roll or a full-on Pie-tastrophe because someone just had to have ā€œone more slice,ā€ there’s always something.Let’s spice up your holiday with a game of Never Have I Ever! Here are a few prompts to get the laughs (and maybe the eye rolls) started:šŸ— Never Have I Ever… • Witnessed a Turkey Tussle over the wishbone. • Been in a Gravy Grumble because someone took the last biscuit. • Caused a Cran-brawl over canned vs. homemade cranberry sauce. • Set off Mashed Mayhem by taking the last scoop of potatoes. • Turned dessert into a Pie-tastrophe by ā€œtaste-testingā€ before dinner.So grab your w**e, a cozy spot on the couch, and get the family talking (or laughing)! Who’s got the best Thanksgiving drama story? šŸ‘‡

Address

Virtual
Palm Harbor, FL
34683

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

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