Generated by Yoast SEO v25.4, this is an llms.txt file, meant for consumption by LLMs. This is the [sitemap](https://www.brightonjones.com/sitemap_index.xml) of this website. # Brighton Jones Wealth Management: Your Personal CFO > Individual financial decisions impact your big\-picture goals\. Personal CFOs work across your balance sheet to keep you on track\. ## Posts - [Leverage a retirement budget worksheet](https://www.brightonjones.com/blog/retirement-budget-worksheet/): The Brighton Jones Retirement Budget Worksheet allows you to construct a more comprehensive view of your potential retirement expenditures, drilling down and categorizing your various expenses\. - [2023 Year\-End Tax Planning Checklist](https://www.brightonjones.com/blog/year-end-tax-planning-checklist/): With only weeks left in 2023, our team put together a year\-end tax planning checklist to help lessen the burden in April 2024\. - [How We’re Helping Women Live a Richer Life](https://www.brightonjones.com/blog/empowering-women/): What’s driving the gap between a future where women will control most of the nation’s wealth and the present reality in which very few women are financially empowered? - [Lessons from Financial Crises that Stand the Test of Time](https://www.brightonjones.com/blog/investing-lessons-financial-crisis/): There are time\-tested tenets of investing that not only held true for this past decade but have endured since the dawn of modern stock market investing\. - [Tax Planning Checklist: Maximize Savings and Minimize Stress](https://www.brightonjones.com/blog/tax-planning-checklist/): Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead\. ## Pages - [New Market Lead Advisor](https://www.brightonjones.com/new-market-lead-advisor/) - [Careers](https://www.brightonjones.com/careers/) - [About](https://www.brightonjones.com/about/) - [Women's Wealth](https://www.brightonjones.com/womens-wealth/) - [Our Approach](https://www.brightonjones.com/about/approach/) ## Webinars - [The Giving Game](https://www.brightonjones.com/webinars/the-giving-game-2/) - [Mastering Executive Presence: The “It” Factor](https://www.brightonjones.com/webinars/mastering-executive-presence-the-it-factor/) - [Your Medicare Open Enrollment Roadmap](https://www.brightonjones.com/webinars/your-medicare-open-enrollment-roadmap/) - [Aligning Your Time \& Money With Your Values, Passions, and Purpose](https://www.brightonjones.com/webinars/aligning-your-money-with-your-values-purpose-and-passions/) - [The Money Talk Made Easy: Preparing Parents for Financial Conversations](https://www.brightonjones.com/webinars/the-money-talk-made-easy-preparing-parents-for-financial-conversations/) ## Locations - [San Diego](https://www.brightonjones.com/locations/san-diego/) - [Detroit](https://www.brightonjones.com/locations/detroit/) - [Nashville](https://www.brightonjones.com/locations/nashville/) - [Morristown](https://www.brightonjones.com/locations/morristown-wealth-management/) - [Bend](https://www.brightonjones.com/locations/bend/) ## Team Members - [Kellie Sholdt](https://www.brightonjones.com/team/kellie-sholdt/) - [Kyle Knepper](https://www.brightonjones.com/team/kyle-knepper/) - [Sophia Flanagan](https://www.brightonjones.com/team/sophia-flanagan/) - [Rohit Sood, CPA](https://www.brightonjones.com/team/rohit-sood-cpa/) - [Christine Lora](https://www.brightonjones.com/team/christine-lora/) ## Podcasts - [Martin Pazzani: Climb Mountains or Walk—Just Get Outside\!](https://www.brightonjones.com/podcast/martin-pazzani/) - [Iddo Landau: Finding Meaning in an Imperfect World](https://www.brightonjones.com/podcast/iddo-landau/) - [Dr\. Jeff Cohen: How to Cope With Anxiety Amid Trying Times](https://www.brightonjones.com/podcast/dr-jeff-cohen/) - [David Mawhinney: A Master Class in Pivoting and Career Change](https://www.brightonjones.com/podcast/david-mawhinney/) - [Casper ter Kuile: An Invitation to Rebuild Your Ritual Muscle](https://www.brightonjones.com/podcast/casper-ter-kuile/) ## 3D FlipBook - [Vibes \+ Vision 2025](https://www.brightonjones.com/blog/3d-flip-book/vibes-vision-2025/) - [Little Book of MESI](https://www.brightonjones.com/blog/3d-flip-book/little-book-of-mesi/) ## Categories - [Tax Planning](https://www.brightonjones.com/blog/category/tax-planning/) - [Compassion, Community, and Culture](https://www.brightonjones.com/blog/category/compassion-community/) - [Family Finances](https://www.brightonjones.com/blog/category/family-finances/) - [Executive Benefits and Compensation](https://www.brightonjones.com/blog/category/executive-benefits/) - [Investment Advisory](https://www.brightonjones.com/blog/category/investment-advisory/) ## Categories - [Women Living a Richer Life](https://www.brightonjones.com/?webinar_category=women-living-a-richer-life) - [Family Finances](https://www.brightonjones.com/?webinar_category=family-finances) - [Executive Benefits \& Compensation](https://www.brightonjones.com/?webinar_category=executive-benefits-compensation) - [Real Estate](https://www.brightonjones.com/?webinar_category=real-estate) - [Investments](https://www.brightonjones.com/?webinar_category=investments) ## Departments - [Personal CFO](https://www.brightonjones.com/?department=personal-cfo) - [Operations](https://www.brightonjones.com/?department=operations) - [Tax Advisors](https://www.brightonjones.com/?department=tax-advisors) - [Family Office](https://www.brightonjones.com/?department=family-office) - [Lenora Capital](https://www.brightonjones.com/?department=lenora-capital) ## Categories - [Emotional](https://www.brightonjones.com/?podcast_category=emotional) - [Social](https://www.brightonjones.com/?podcast_category=social) - [Financial](https://www.brightonjones.com/?podcast_category=financial) - [Physical](https://www.brightonjones.com/?podcast_category=physical)