Julie Meissner, COO at Garrison Point Advisors, was recently featured in a GOBankingRates article titled “Experts Say These Are the Money Resolutions You Need To Make in 2023.”
The article offers practical financial resolutions to help readers enhance their financial situation in 2023. It covers strategies for budgeting, building an emergency fund, maximizing retirement savings, and improving credit to help readers achieve various financial goals, from debt reduction to home buying.
Julie provided guidance on automating savings after addressing debt obligations: “Assuming you’re paying off your monthly debt and have some funds left, allocate and automate transferring funds to your various savings accounts.”
She offered specific strategies for maximizing windfalls and income increases: “Did you get a pay raise or a bonus? Consider increasing your contributions to your retirement account by the same percentage as your raise. Maybe use your bonus to sock away an extra bit to your children’s 529s or get a jump on your ‘fun’ budget for the year.”
Her advice emphasizes both systematic savings automation and strategic allocation of unexpected income to accelerate progress toward various financial goals, including retirement and education funding.
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 while working toward fulfilling and meaningful lives.
