A Financial Planner for Generation Y.

Hi, I’m Mary Beth!

I’m on a mission to embolden my generation to get on the right financial track by helping them to make smart, educated decisions with their money. I utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help them organize and gain confidence in their financial lives.

What does that mean for you?

I’m going to help you live a stress free life around money. Together, we’ll work to ensure you’re:

  • setting up the right retirement accounts
  • choosing appropriate investments
  • putting a spending plan in place
  • figuring out how much to save and where to save it
  • paying off debt efficiently
  • deciphering your employee benefits, and more

Let’s be honest. You work hard and life is busy.

You don’t want to spend your time worrying about the things you can take control of.

 

How did I end up here? 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. Paying my own way through college, I found myself with a position in a financial planning 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 really means.

Why work with those in their 20s-40s?  I was lucky enough to actually major in money. My friends and peers had other passions to pursue. There is a huge disconnect between today’s education system, financial planning firms, and the availability and accessibility of financial information and guidance for this age group. Translation: There is none.

You need and deserve unbiased, honest financial advice that makes money fun again. Your money should be utilized towards living a life you love.

 That’s where Workable Wealth comes in.

How am I different? I’m a far cry from the financial planners your parents may have. 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.  

Ready to take control of your finances? Schedule your free 30-minute Focus session and get started on having the financial confidence, security, and happiness that you deserve.

Professional Bio:

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 ReportThe Wall Street Journal, Glamour, Women’s Health, Yahoo!Finance, CNBCForbes, 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 lingo and breaks down complicated topics, while providing clear-cut guidance on the money 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.

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