CDW Solutions Coaching & Bookkeeping

This makes my 💖so happy! 10 days embedded with my family in Austin.

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Here is an opportunity to be compassionate and helpful to a family going through really tough time. If you are able to provide a small amount, I know it will be most appreciated by the Gwynn family!

Donate to Fundraiser for Ashlyn Gwynn's Family, organized by Colleen Nettekoven A GoFundMe campaign has been initiated to support the family of Ashlyn Gwynn, … Colleen Nettekoven needs your support for Fundraiser for Ashlyn Gwynn's Family

Awareness around your money is always key, and it is the little things that can really whittle away at our ability to stretch our dollars.

THE MONEY HABIT MOMENT: Shrinkflation Is Sneaky (and It’s Costing You) The other day, we were having a team lunch and opened a bag of potato chips (it was a deli lunch, so requisite chips were had). The bag was filled about one-third of the way.

PSA
Still have student loans? If they are in default the Education Department will resume involuntary collection (May 5th).

Here's what you need to know.

www.linkedin.com

Here is a little Memorial Day Weekend 2025 activity for the masses. Even if you aren't a MacSomething! Orange County, CA

Schedules/Map | Scottish Fest USA 10:45 am   Dennis Doyle Celtic Harpist w/ Austin Doyle 11:30 am    Sweetwater Creek Band 12:30 pm   Peter Daldry Scottish Singer 1:30pm       Dennis Doyle Celtic Harpist w/ Austin Doyle 2:15pm      Peter Daldry Scottish Singer 3:15 pm     Sweetwater Creek Band 4:15pm      Dennis D...

As a money coach I prepare individuals for meeting with financial advisor.

Here is an article written by a fellow Financial Accountability Coach™

"Advisors and Financial Accountability Coaches compliment each other. Many coaching clients feel more confident when meeting their advisors, and advisors often say they enjoy working with coaching clients because they are well-prepared."

If you need some help, please reach out!

Want to Learn essential First Steps Before Meeting a Financial Advisor Ready to meet with a financial advisor but unsure where to start? Discover the essential steps to take before your appointment!

I love this online bank that has an interest rate you aren't going to get at the big bad banks! We earned over $2000 in interest last year. Woot Woot!

And it has all my little buckets to set aside money toward our goals.

I have buckets for a new to us car, a vacation, family emergency fund.

What buckets would you use?

I recommend this to my clients and here is a link to get some free money for your trouble!

Ally Referral: $100 Welcome Bonus We're offering a $100 welcome bonus when you enroll and open an eligible new Ally account. Get started today and complete all steps to earn your bonus.

Here in Southern California we received this earthquake warning 30 seconds before we felt it. It is a first ever experience! The reviews are definitely mixed as to its helpfulness!

Do you know anyone who has gotten an early warning ⚠️ regarding their finances? Was it helpful or did they just ignore it?