Olivia Maynes, CFP®

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Financial Planning Coordinator

Olivia Maynes, CFP®

My role as Financial Planning Coordinator is to provide support to the Financial Planning Team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.

Professional Financial Planning Experience

  • Over three years of experience providing fee-only financial planning services.
  • Experience includes the analysis and creation of comprehensive financial plans, including but not limited to: tax strategies, Social Security and pension timing, estate plan assessments, and goal planning. 

Career History

  • Bedel Financial Consulting, Inc., Financial Planning Coordinator
  • Aspen Wealth Management, Financial Planning Associate 

Education and Professional Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Bachelor’s Degree in Finance, Financial Planning Concentration, Virginia Tech 

Professional Activities

  • Member of the Financial Planning Association
  • Former Member of the Junior League of Fort Worth 

BLOG POSTS

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May 20, 2024

Naming Beneficiaries: What to Know

Ensuring your beneficiary designations are up to date is crucial to ensuring your wishes are fulfilled. By utilizing various estate planning strategies, you can make for an efficient transfer and leave your beneficiaries in a good position, considering their unique circumstances.

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Jan 8, 2024

New Year, New Money Resolutions

Nearly half of Americans still feel the wrath of inflation and higher living costs, which is a great reason to go back to the basics with your financial-related New Year resolutions.

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Oct 9, 2023

The Auto Premium Surge

In general, insurance companies want to maintain their current book of business. They try to entice customers to stay by offering loyalty discounts. While one might assume that a loyalty discount equals reducing premiums, it could not. Loyalty discounts come in a variety of forms, depending on your insurer.

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Sep 27, 2023

Inheriting an Inherited IRA

Two of the most notable changes of the SECURE Act were the elimination of the "stretch" provision for non-eligible beneficiaries and the creation of the 10-year rule.

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Jun 19, 2023

Millennials Doing Estate Planning

Millennials have traded in their flip phones for smartphones and DVDs and CDs for streaming. They’ve lived through world-altering events like 9/11, the 2008 financial crash, and the COVID-19 Pandemic. These technological changes and economic events have made millennials more adaptable to change and altered their thoughts about money and the future.

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Apr 10, 2023

Financial Considerations When Changing Jobs

As you prepare for a job change, be aware that you will likely have a higher income than in prior years and that higher income has some implications.

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Jan 16, 2023

529 Plan: Owner & Beneficiary Strategies

The SECURE Act 2.0 was signed into law on December 29, 2022. While this bill has many provisions, one that has gained a lot of attention is the 529 Plan to Roth IRA Transfer starting in 2024. Keep in mind that a few conditions must be met for this transfer to occur.

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Sep 28, 2022

FAFSA Changes for the 2023-2024 School Year (And Beyond)

More than half of higher education schools haven't started preparing for the significant changes coming to the FAFSA. While we may have to wait a bit longer than expected to see the changes, some key topics remain.