Imagine That Confluence Financial Partners

Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional development. Greg reflects on the dichotomy of progress versus stagnation, emphasizing that in life, there is no neutral ground – you’re either advancing or regressing. 
Through Greg’s experience with both formal coaches and informal mentors, experiences, and books  – he shares insights into the multifaceted benefits of coaching and the desire to evolve and improve. 


Tune into this episode for an insightful exploration of the joy found in progress and discover how coaching can unlock your potential in business and beyond. 

At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' mental health.
 Join our Host and CEO, Greg Weimer, and special guest Maddy Weimer, LPC, a Licensed Professional Counselor specializing in child therapy, as they explore practical strategies for supporting the mental resilience of young people.


 This insightful conversation is not only for parents but also for educators, caregivers, and anyone committed to nurturing mental strength in the next generation. Discover valuable insights and practical application that can make a real difference.

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Disclaimer: This podcast offers educational insights from a Licensed Professional Counselor with expertise in child therapy. It is a supplementary resource and not a substitute for personalized advice from a medical professional familiar with an individual’s health history. Confluence Financial Partners is not affiliated with or endorsing the speaker’s place of employment. Confluence Financial Partners is not being compensated for any individual who opts to seek assistance from the speaker or her place of employment.

Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like housekeeping, maintenance, and even the logistical aspects such as travel that are sometimes overlooked.
But it’s not all about the financials. Greg also touches on the invaluable investment in family memories and the joy of creating lasting experiences. Whether you are considering an oceanside getaway or a warm cabin in the mountains, tune in to gain insight and discover if a second home is the right decision for you.

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer. 

Whether you are growing and developing in your career, or contemplating the legacy you'll leave behind in the latter stages of life, we hope this discussion sheds light on the impact of estate planning and effective communication.

Tune in and discover how these elements can shape not only the inheritance for your heirs, but also the enduring legacy you'll leave for generations to come.

Join us for a conversation with our Dietitian, Sarah Rupp MS, RD, LDN, on how to fuel your body with nutrition!

In today’s fast-paced world, whether you’re a dedicated business owner, a loving parent, or a high-performing athlete, one thing remains constant – the need to prioritize your health. But let’s face it, navigating the landscape of nutrition can be a daunting task. Join us as we demystify the complexities of nutrition and provide practical insights to fuel your life.

Connect with us: 
https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/
Disclaimer: The information provided in this episode is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional.

Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.
In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there.

Join us for this conversation and visit our website to learn more: http://ConfluenceFP.com

Connect with us:
https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/