In our latest Capital Planning Staff Spotlight, we had a great chat with Sheri Martellucci, our receptionist and administrative associate. While many of us know Sheri as the friendly face you first see when visiting our office, we certainly learned a few new things!
Read below to find out more:
For most of my life, I wasn’t a goal-setter or goal-getter. I simply wasn’t convinced of the life changing power that occurs when setting & achieving goals. Fast forward to a couple years ago when I was gifted a Fitbit & earbuds. I decided to put in 10k steps each day and set a goal to reach 365 days. After hitting the 365 goal, I decided to extend it to 1000 days. Winter, Spring, Summer or Fall, I love starting each day with a walk & praise music. I’m excited to share that barring any unforeseen or unfortunate life events, I’ll reach 1000 days before Thanksgiving this year. Hoping my experience might inspire you in some small way!
My favorite holiday is without a doubt Thanksgiving. It is a day to be mindfully grateful for family & friends. There is something so comforting about gathering with loved ones over a huge & delicious meal mid-day, followed by desserts too numerous to mention, followed by football, napping, the traditional cold turkey sandwich for dinner, and finding out what is on everyone’s Christmas wish list!
Let’s talk birth order. My father turns 80 soon and is the baby of a large family of ten kids. My mother is the oldest from a family of four kids. As it turned out, I was the oldest grandchild/cousin on my mom’s side of the family and the 2nd youngest grandchild/cousin on my dad’s side of the family. Even as an adult, I’m a baby on one side of the family and the oldest on the other. Both roles assigned by my birthdate are different and yet equally fulfilling. Can you guess, who I am in the photo…. I’ll give you a hint, I’m the little one!
You can learn more about Sheri by visiting her bio here >
Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.
At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.
Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.
Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.
If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.