Brookfield, WI – January 6, 2025 – Resilient Wealth Planning is proud to announce an exciting new chapter: a strategic merger with TechGirl Financial, combining forces to deliver enhanced financial planning services to our valued clients. This partnership also marks the expansion of our team, welcoming new partners Kim & Victor Gaxiola and team member Christinia Sardam, who bring exceptional expertise and dedication to client success.
This merger reflects Resilient Wealth Planning's mission to provide resilient, tailored, and forward-thinking financial strategies. Together, our unified team will offer expanded services and deeper expertise, including enhanced offerings in tax and estate planning, to ensure families and individuals are fully equipped for the future.
Carolyn Rowland, founder and now partner at Resilient Wealth Planning, shared, “Joining forces allows us to broaden our capabilities and provide even more comprehensive, tailored financial solutions. This merger is a testament to our shared dedication to our clients' long-term financial success.”
Kim Gaxiola, co-founder of TechGirl Financial, added, “We’re thrilled about this partnership with Resilient Wealth Planning. Together, we are stronger and better equipped to meet the evolving needs of our clients. Our shared vision and commitment to excellence will ensure we continue to provide the highest level of service.”
Transition Timeline
Phase 1: Marketing and Client Experience (January–February 2025)
- Consolidation of marketing efforts under the Resilient Wealth Planning brand.
- Adoption of the Resilient Wealth Planning website and social media platforms (Facebook, Instagram, LinkedIn).
- Launch of a new podcast in 2025, available on Apple Podcasts and Spotify, to share insights and updates.
Phase 2: Additional Services (March–April 2025 and beyond)
- Introduction of tax and estate planning services, available as standalone options or bundled with our comprehensive financial planning.
Phase 3: Integrated Team Events (Ongoing)
- Hosting team and client events to foster community, deepen relationships, and provide direct access to our expanded team.
With this merger, Resilient Wealth Planning strengthens its position as a trusted partner in guiding clients toward their financial goals. We are excited about the opportunities ahead and look forward to providing even greater value to our clients and their families.