October is Financial Planning Month, and this year it feels especially personal. I have spent years listening as clients share their stories—the successes, the worries, and the decisions that keep them awake. Sharing my own story on camera reminded me how much courage that takes.
My Women in Power episode, “The Wrong Room,” is now streaming on Inside Success TV. It explores the experiences of resilience and reinvention that helped shape the way I built Moonshot. I am grateful to share it with you, along with the recent coverage in The Waxahachie Sun. prweb.com
It also brings me back to a question that matters in every financial conversation: What does all of this mean for your life?
As we enter the final quarter of 2026, J.P. Morgan Asset Management’s latest Guide to the Markets offers a mixed picture. Growth was strong in the third quarter, but its team expects the economy to slow. Earnings tied to artificial intelligence remain a source of strength. Meanwhile, the Middle East conflict remains important to the inflation outlook, and another Federal Reserve rate increase this year is a possibility—not a certainty.
The guide also highlights expensive, concentrated U.S. large-cap stocks and more attractive relative valuations overseas. Its message about disciplined rebalancing deserves attention: a portfolio can become riskier as its strongest holdings grow, even if you have made no changes yourself. J.P. Morgan Asset Management
For families, these themes raise practical questions. Has your investment mix drifted away from your goals? Is money you expect to spend soon exposed to more volatility than you intended? Does your income plan account for higher costs? Those answers depend on your circumstances, your timeline, and the responsibilities your wealth supports.
Markets are one part of that conversation. The people who may eventually manage your wealth are another.
That is why my show announcement belongs alongside a market update. Both bring us back to preparedness. A retirement, an inheritance, a business transition, or the loss of a spouse can change what you need from your money—and who needs to understand the plan.
“Assets can transfer overnight. Trust cannot.”prweb.com
I want both partners to feel comfortable asking questions. I want the family member who has historically taken a quieter role to understand the strategy before circumstances require them to lead. And I want your financial conversations to make room for the people and priorities behind the numbers.
This Financial Planning Month, consider one question: If someone you love had to step into your financial shoes tomorrow, would they know where to begin?
A current plan, clear information, and an established relationship can give them a place to start.
Thank you to the clients who have trusted me with their stories and their family’s future. I hope sharing my own helps you understand the heart behind Moonshot—and why I care so much about helping you feel prepared for your next chapter.
Read the Waxahachie Sun article · Explore my Women in Power feature
If your next chapter raises financial questions, let’s start with a 15-minute conversation.
Market commentary reflects J.P. Morgan’s fourth-quarter 2026 guide, with data through September 30. The Sun page was inaccessible during research; show details were verified through your published announcement.