Julie Meissner, CEO of Treehouse Wealth Advisors, was recently featured in a TheStreet article titled “Five Money Moves to Make Right Away in 2023.”
The article highlights the importance of proactive financial planning at the start of a new year, particularly in light of the economic challenges facing Americans in 2022 and heading into 2023. It provides actionable strategies for improving household finances, with a focus on automation and strategic savings approaches.
Julie emphasized the importance of automating savings once you understand your financial position: “Assuming you’re paying off your monthly debt and have some funds left, allocate and automate transferring funds to your various savings accounts.”
She provided specific guidance on maximizing windfalls and raises: “If you get a pay raise or a bonus, boost your contributions to your retirement account by the same percentage as your raise. Also, use your bonus to sock away extra dollars in your children’s 529s or get a jump on your ‘fun’ budget for the year.”
Her advice reflects a strategic approach to financial planning that leverages both systematic savings and opportunistic wealth building when additional income becomes available.
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.
