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2025 Year In Review

The first week of January always feels like a natural pause—just long enough to look back before stepping forward. As I reflect on 2025, one word rises to the top: gratitude.


Thank You to My Clients

To my 2025 clients—thank you. Thank you for trusting me with your numbers, your questions, your uncertainty, and your goals. It’s been an honor to walk alongside you this year, and I’m genuinely excited about what 2026 holds for you.


If you need a reset, a sounding board, or a simple accountability call, I’m here. Sometimes one conversation is all it takes to regain momentum.


Grateful for New Partnerships

2025 brought meaningful partnerships with financial advisors and planners.


Each of us brings different strengths to the table. Together, we can streamline what often feels overwhelming for clients. Collaboration isn’t just efficient—it leads to better, more human outcomes.


2025 Accomplishments

Highlights from a year of growth, connection, and momentum:


Areas for Improvement (it wasn't perfect)

In 2025, I identified two areas I’m actively improving:

  • Stronger Follow-Up Systems: Building more consistent processes for thoughtful networking follow-up.

  • Scalable Client Systems: Refining workflows to stay organized, responsive, and fully present as my client base grows.


Progress isn’t about doing more—it’s about building better. :P


What’s Next in 2026

2026 is about expansion, collaboration, and impact:

  • Expand Partnership Opportunities: Growing partnerships beyond advisors to include accountants, therapists, health insurance brokers, and real estate professionals. Interested in adding short-term financial coaching as a service? Let’s talk.


  • Launch an Employee Coaching Program: Building a practical, human-centered financial coaching program for small businesses with up to 99 employees.


  • New Book - for Children: Yes, I am trying my hand at publishing my very first children's book AND with co-author Bill Yount! We are pretty excited about it!


  • Network More with Meetups & Conferences: Looking forward to connecting in person at:

    • Immersion – Panel Speaker (March | Kansas City, MO)

    • MMM – Planning Committee (April | Orlando, FL)

    • FinTalks – Speaker TBD (May | Alaska Cruise)

    • MilMoney – TBD (May | Savannah, GA)

    • FinCon (September | Palm Springs, CA)

    • XYPN – Vendor TBD (September | San Diego, CA)

    • Kiwi FI (November | New Zealand) - first international conference. Woohoo!!

    • AFCPE - TBD (November | Washington, DC)


  • There are a few more surprises, but I can't divulge everything now, can I?


Let’s Stay Connected

Before we all race into the year ahead, I’d love to hear from you.

How did 2025 wrap up for you? What are you focused on in 2026?


Feel free to reach out and share—email me anytime at Monica@GrabYourSlice.com.


Many hands make light work. 2026 is a Level Up year—and I am here for it.

Thank you for being part of the Grab Your Slice journey.


Clients

  • Are you interested in making 2026 your financial freedom year?

  • Or maybe just wanting a review of finances, highlighting missed opportunities?

  • Or have adult children in desperate need of money lessons?

Book a 20-30 minute call today. Let's level up your year too!!


Partnerships

Book a 20-30 minute call today. Let's level up your year too!!





 
 
 

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