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Latest

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Addie McHale, CFP®

Helping women manage money and build wealth as their (affordable) personal CFO.

moneyfull.com/daily-worth

This Professional has been approved by Paladin. Find out more.

 

Addie McHale, is a Certified Financial Planner™ (CFP®) and owner of Moneyfull, LLC. She is led by her belief that financial planning is not just for the affluent, but for those of us that want to build wealth. After working for a Fortune 100 company and preparing thousands of financial plans for people from all walks of life nationwide, Addie learned one important lesson: It’s not how much you make, but what you make of it.  

Addie started Moneyfull for two important reasons: She witnessed too many retirement disasters in retirement — when it’s too late to do much about it. Most importantly, she is motivated to support women in their working years in building wealth and making smart decisions now.

How did she get here? While still searching for her calling Addie knew she had an aptitude for numbers and so graduated from the University of Vermont with a business degree. Although corporate finance bored her to tears, she found herself  becoming the money matters go-to person amongst her family and friends. This helped her discover her true passion: personal finance. Addie then became a CERTIFIED FINANCIAL PLANNER™. She's also prepared dozens of tax returns for clients, and is a licensed health and life insurance broker in the state of Colorado and Montana.

In addition to her corporate experience, Addie honed her skills with several small planning firms in Colorado, where she learned another big lesson: there is often an emotional underbelly to money matters that can sabotage the best intentions. She is a Kinder Institute Life Planning Professional, as well as being a Money Quotient Financial Life Planner® — training that has broadened her knowledge of the emotional aspects of money. With a fierce commitment to bringing trustworthiness and integrity to her industry, Addie's motto is to leave things better than you found them.

She's taken this motto beyond the financial world and renovated three buildings inside and out and spent years on a planning board to protect her-then small historic town from cookie-cutter development. You can find Addie picking up litter or making a garden in her alley. She just can't help it, it's her nature to improve things while helping others, and she loves every minute of it.

 

Latest

  1. Make 2016 Your Best Financial Year Yet

    If you’ve resolved to make better choices with your money in 2016, these tips from eight financial experts will help you get started. READ MORE

  2. 3 Easy Ways to Handle Your Overspending Vices

    Don’t let your vices drain your bank account — here’s how you can prevent them from negatively impacting your cashflow. READ MORE

  3. Top 7 Must-Know Facts About Open Enrollment

    Here’s the information you need to make the most of the upcoming health insurance open enrollment period. READ MORE

  4. How to Live a Richer Life

    You don’t need to achieve great wealth to live a rich life. Here’s how you can live a happier life in four steps. READ MORE

  5. Money and Gratitude

    It’s easy to look at finances through a “glass half empty” lens. But practicing gratitude can positively impact your money. READ MORE

  6. So, How Are Your Parents’ Finances?

    Your parents’ financial situation can affect your own long-term financial plan. Here’s how to start the conversation. READ MORE

  7. Am I Wealthy Because I Earn a Great Salary?

    A high salary can certainly help on the journey to a high net worth ... but it depends on what you do with it. READ MORE

  8. The Gender Gap in How People Approach Finances

    Some of your financial strategies may be influenced by your gender. Here’s why, and how to make your approach to money work best for you. READ MORE

  9. Are Money Memories Holding You Back?

    The root of your financial stress may go farther back than you think. READ MORE

  10. Your Debt: Stop Dreading and Start Doing

    The journey out of debt starts with a single step. READ MORE

  11. 9 Valuable Financial Lessons From a Health Crisis

    What I learned from ER visits, hospital stays, disability leave, and the bills that followed. READ MORE

  12. How to Save Money by Eating Well

    Healthy eating doesn’t have to break the bank. READ MORE

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