Carrick Athena

Don’t look at me in that tone of voice! We only say that because we’re wondering... Did you win? Did you hit that goal? Did you make “it” happen? Are you secretly raising an eyebrow at this post, wondering how we dare ask? We’re asking because it starts here. In these last few days before the new year, ask yourself: What is the one thing you’re going to do next year that will completely change your life? Join us at one of our upcoming seminars. We promise it will transform every aspect of the way you think about money: https://loom.ly/MKN7dvY #MoneyIsPower #MeFirst

As we wrap up 2024, let’s get ahead of the game by doing a little financial spring cleaning! Check your credit, peek at any tax surprises coming your way, and if you’re still paying for that gym membership you haven’t used since 2020—hit unsubscribe! These little actions now can save you time and money heading into the new year. Visit our website to get inspired and make 2025 your best financial year yet: https://loom.ly/2rU86eA #FinancialGlowUp #SmartMoves #2025Goals

From brunches and bubbly to joint conferences with power-house women, #CarrickAthena has hosted and attended unforgettable events across the country this year. Interested in joining us for upcoming seminars and talks? We guarantee you that we will change your life. See our recent past events here, and sign up to be the first to get invited to more: https://loom.ly/MKN7dvY

The #AthenaTeam is a group of powerful ladies with exceptional drive and determination, and one of these incredible individuals is Alpha. Alpha and her team are the ones who turn dreams into reality. Your dream, goal, and roadmap come to life when Alpha transforms a solution into a structure. Alpha and her team work tirelessly to ensure you are set for success. At home, Alpha loves spending quality time with her children. Her hope for #CarrickAthena is to create the perfect tool for guiding women to take control of their future, manage their finances, and make their dreams a reality. This begins by offering a personalized solution and a strong support team. Alpha sees #CarrickAthena as a platform that empowers women to make informed and impactful financial decisions. Discover what makes #TeamAthena unique: https://loom.ly/n5rXA3Y #MeetTheTeam #BusinessManager #DreamTeam

Word of the Week: Kaffeeklatsch A fancy word for coffee chats that sound way more sophisticated than they actually are. Picture this: a cozy coffee corner, your loved ones, some tea (both kinds), and endless laughs. That’s a kaffeeklatsch—a delightful way to caffeinate your soul and spill the beans. Ready to caffeinate your finances too? Grab your coffee and head to our website for the perfect brew of financial advice: https://loom.ly/oW3XHUc #WordOfTheWeek #KaffeeklatschVibes #CoffeeChats

As the year races to a close, take a breather (yes, even between holiday prep and deadlines!) to review your finances. From reassessing your budget and revisiting financial goals to reviewing investments and updating insurance, it’s time to ensure you’re on track for a stellar 2025. Ready to enter the new year with clarity and confidence? Read our latest article for tips to wrap up 2024 and start 2025 strong: https://lnkd.in/dVwUBaDD #YearEndGoals #FinancialPlanning #NewYearNewGoals

On this Day of Reconciliation, STOP, BREATHE, TAKE A PRESENT MOMENT to reflect on the power of unity and understanding. The power of collaboration and respect in building a more inclusive and harmonious future for everyone. Together, we can create positive change and embrace the spirit of reconciliation every day. #DayOfReconciliation #Unity #TogetherForChange

“Seanagh has been our financial adviser for several years and has proved herself to be both friendly and efficient. Any queries or requests for information have always been dealt with promptly. Above all, we trust her judgement and sound advice.” - Marion and David McIlvenna Ready to join the family and take control of your financial future? Let’s connect and see how we can make it happen for you: https://loom.ly/fIrHj2o #ClientTrust #FinancialFreedom #GuidingYourFuture

If we had to name the person who created the heartbeat of #CarrickAthena, it would be Kelly. A lady of exceptional skill, she makes our #CarrickAthena world not just turn but spin with unprecedented grace—ensuring that nothing slips through the cracks and keeping our team in check. Kelly has an incredible ability to infuse calm and order while ensuring everyone is working toward one common goal: you, our clients, and the creation of your dreams. She's busy, unbelievably smart, focused, and when she’s not changing lives by diving into the thick of things and making them happen, she’s happily tucked up at home with a good fiction book. Kelly knows and believes that #CarrickAthena has the power to fundamentally change lives by giving women the confidence and ability to manage their finances, achieve their goals, and receive the support needed to reach financial freedom. #CarrickAthena is the #DreamTeam. Come meet the rest of us here: https://loom.ly/hFmk9CA #MeetTheTeam #DreamTeam

Word of the Week: Drat A mild expression of annoyance or irritation—perfect for when your coffee machine stops working on Monday morning or when you accidentally send that email to the wrong person. Life happens, but hey, a little drat can be a great reminder to pause, laugh, and keep going. Visit our website and let’s start building your peace of mind together: https://loom.ly/oW3XHUc #WordOfTheWeek #DratMoments #LifeHappens