Five Pine Wealth Management: Highlights and Insights from 2024

January 3, 2025

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As we head into 2025, the Five Pine Wealth Management team finds ourselves reflecting on an eventful and rewarding year. We’ve experienced growth, welcomed new faces at home, and taken some time to enjoy life outside of work. It's been a year of personal and professional milestones, and we're excited to share the highlights with you, our valued clients and friends.


Sherrie’s Adventures


For Sherrie, this year was about balancing professional responsibilities and personal passions. We always knew Sherrie was the creative one of the bunch. This year, she discovered a love for pottery, diving into classes at North Idaho College and Gizmo Maker's Space. (Let's just say her home now boasts an impressive collection of hand-crafted bowls and mugs!) Pottery has become her favorite way to unwind after a busy day at the office.


When Sherrie wasn’t at the pottery wheel, she was exploring Europe with her daughter Jasmine. Their 10-day adventure took them through Belgium and France, where they enjoyed the local food, beer, and historic architecture. From the cobblestone streets of Bruges to the sparkling beaches of coastal France, it was a trip filled with unforgettable moments. (Pro tip from Sherrie: Belgian chocolate lives up to the hype!)

                   

Ben’s Growing Family


The Holzhauser family started July with a bang, and we're not talking about the Fourth of July fireworks, but with the arrival of their second daughter, Margaret (Maggie) Rose. Ben and his wife are blessed to have two beautiful girls in their lives.


Big sister Evelyn has taken her new role seriously, helping with Maggie's bottles, lots of tickles, and plenty of love. The Holzhauser household is brimming with joy—and probably a little extra caffeine. Ben continues to balance family life with his work. He's grateful for the support of his clients during this exciting (and busy) time.


         

Financial Planner Spokane: Five Pine’s Milestones


It’s been an incredible year of growth for Five Pine Wealth Management. We’re thrilled to share that we added over $30 million in new assets in 2024. This achievement wouldn’t have been possible without the trust and referrals from you, our amazing clients. Your confidence in our services motivates us to keep delivering the highest level of financial planning and investment management. Thank you for spreading the word about what we do!


Looking ahead, we’re preparing to expand our team to better serve our growing client base. We plan to bring on another financial advisor in the coming months. Stay tuned for updates as we continue to grow and find new ways to meet your needs.


Financial Tips to Start 2025 Off on the Right Foot


As we head into a new year, it’s a great time to assess your financial health and set yourself up for success. Here are a few practical tips to help you start 2025 on solid ground:


  • Revisit Your Financial Goals
    Reflect on the past year and evaluate your progress. Are your goals still relevant? Whether saving for retirement, paying off debt, or planning a big purchase, align your financial priorities with your values.
  • Maximize Tax Advantages

        Review your contributions to tax-advantaged accounts like your 401(k), IRA, or HSA.

        Don’t miss the opportunity to increase contributions early in the year to take full advantage of compounding growth.

  • Build or Replenish Your Emergency Fund
    If you dipped into savings this year, now’s the time to rebuild. Aim for at least three months’ worth of expenses to cover unexpected costs without derailing your financial plan.
  • Schedule an Insurance Check-Up
    Life changes—like growing your family, purchasing property, or changing jobs—may require updates to your life, health, or disability insurance. Protect what matters most.
  • Take Control of Your Investments
    Stay disciplined and avoid emotional decision-making when markets get bumpy. If your asset allocation feels off-track or your risk tolerance has changed, we’re here to help you adjust and stay focused on your long-term plan.
  • Plan for Future Milestones
    Whether it’s a child heading to college, a business expansion, or retirement on the horizon, early preparation will make these transitions smoother and less stressful.


A little proactive planning now can make a big difference throughout the year.


Our Commitment to You


As we look to the future, the priorities at Five Pine Wealth Management remain the same: helping you achieve your goals, simplify your financial life, and make decisions aligned with your values. Whether you’re building a legacy for your family, planning for retirement, or navigating the complexities of equity compensation, we’re here every step of the way.


2024 was an incredible year, but we’re even more excited for what’s to come. We'd love to meet with you if you're ready to start planning your financial future—or just need a second opinion on your current strategy.  Give us a call (877.333.1015) or send us an email to schedule a meeting. Let’s work together to create a plan tailored to your life, values, and dreams.



Wishing you all the best this holiday season!


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