About Mary Beth Storjohann, CFP®
Hi, I’m Mary Beth Storjohann. I utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence and build security in your financial life. When it comes to money and finances, education and compassion are key. I make sure to talk through any topics you don’t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.
I grew up with a lot of uncertainty, fear and confusion around money and learned early on the kinds of problems it can cause in life. To pay my own way through college, I found myself with a position in a financial services firm. It was there that I learned many others were experiencing the same fear and stress I had, but instead of living with it – they were ditching it! I immediately switched my major to financial planning and soon after learned what having control of your money instead of letting it control you means.
I majored in money. I experienced, first hand, the huge disconnect between today’s education system, financial planning firms, and the very limited availability and accessibility of financial information and guidance for those of us in our 20’s, 30’s and 40’s. With Workable Wealth, I’ve set out to bridge that gap.
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 12 years of experience in the financial services industry she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.
Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”
Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as U.S. News & World Report, The Wall Street Journal, Glamour, Women’s Health, Yahoo!Finance, CNBC, Forbes, and more. Her first book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, debuted as a #1 new release and cuts through the fancy financial lingo and breaks down complicated money topics, while providing clear-cut guidance on the moves you can make to improve your financial situation right now.
A military spouse until her husband Brian transitioned out of the U.S. Navy as an Officer in 2015, Mary Beth has a huge heart and love of our troops and their families and when not working with service members as clients, spends her time volunteering to educate this group.
If you can’t find her crunching numbers on her trusty HP 12C financial calculator, you can find Mary Beth knocking out witty blog posts, traveling, enjoying a good glass of wine, having an adventure in or around San Diego with her husband and daughter, or curling up with a good book.
Socially responsible investing, or SRI, goes by a lot of names. You can refer to it as “investing ethically.” Or you may call it sustainable investing, or even impact investing. It’s a different approach from traditional investing strategies. In the past, most investors didn’t consider the social impact the companies who received their investments made. […]
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Financial success starts with creating mindfulness around money. Only when you become aware of your finances can you start to plan — and only by planning can you get to where you want to go in your life. This may sound serious or philosophical, but it’s just plain common sense. You wouldn’t set out on […]
The post Create a Strong Financial Plan for Your Goals by Asking These Questions First appeared first on Workable Wealth.
You love your parents and feel grateful for everything they’ve given you in life. And while you care about them deeply, you know that money management isn’t their strong suit. Whether they heavily rely on you or you just want to plan ahead in case they need you one day in the future, figuring out […]
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