Why Every Family Should Consider Legacy Estate Planning Legacy estate planning is not just for the ultra-wealthy or those later in life. In reality, every family can benefit from having a thoughtful, organized plan that outlines how assets are managed, how decisions are made, and how...
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Financial literacy includes understanding how taxes fit into your plan 🧾
Taxes can impact many areas of your financial life—from income to investments to retirement withdrawals. That’s why they’re often most effective when considered as part of a broader strategy, not just at filing time 📅.
If you’d like to learn more about how tax planning connects to your overall plan, we’re here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/tax-planning/.
#FinancialLiteracyMonth #TaxPlanning #FinancialEducation #ThoughtfulPlanning #NovaWealthManagement
Apr 15
Have you met Stephanie?
Stephanie Gomez is a financial advisor with a unique blend of entrepreneurial leadership and deep financial expertise. With a background in commercial banking and over a decade of experience advising businesses and individuals, she brings a practical, real-world approach to financial planning.
Stephanie began her career in banking, specializing in commercial lending, underwriting, and relationship management, where she worked with business clients generating up to $50 million in annual revenue. Her experience in analyzing financial structures and guiding clients through complex financial decisions laid the foundation for her advisory approach today.
As the Co-Founder and CEO of Stabilized Steps, a Medicare-accredited healthcare company, Stephanie built and scaled a business from the ground up—overseeing financial strategy, operations, compliance, and long-term growth. This hands-on experience gives her a distinct advantage in helping clients navigate real-life financial decisions, from business ownership to retirement planning.
Stephanie holds a Bachelor of Science in Finance and Economics from Florida Gulf Coast University and is passionate about helping families and business owners build confident, purpose-driven financial strategies. She is known for her relational approach, clear communication, and commitment to long-term client success.
Outside of work, Stephanie enjoys spending time with her husband, Daniel, and their two sons, Gianluca and Emmanuel, exploring nature, playing the piano, and serving on the worship team at her church.
Apr 14
Financial literacy starts with understanding your cash flow 💰
Knowing where your money is coming from—and where it’s going—can help provide clarity and direction when making financial decisions.
This is often one of the first steps in building a plan that aligns with your goals 🎯.
If you’d like to explore how cash flow fits into your overall financial picture, our team is here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/financial-planning/.
#FinancialLiteracyMonth #MoneyManagement #CashFlow #FinancialPlanning #NovaWealthManagement
Apr 8
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