Hallie Kraus, CFP®, Private Wealth Advisor at Treehouse Wealth Advisors, was recently featured in a MarketWatch article titled “10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026.”
The article showcases personal financial resolutions from financial advisors and money management professionals for 2026. Rather than advising clients, these professionals share their own financial goals for the new year, from disciplined investing strategies to estate planning updates.
Hallie shared her resolution focusing on investment discipline and long-term planning. The article provides insights into how financial professionals manage their own money, offering readers a behind-the-scenes look at the personal financial priorities of those who guide others.
The piece covers diverse resolutions, including staying consistent with investment strategies, updating estate planning documents, increasing retirement contributions, managing spending mindfully, and maintaining financial discipline throughout market fluctuations.
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes and work toward fulfilling, meaningful lives.
