ABOUT US
In the most difficult of times, you need a team around you to help educate you and empower you to move forward. Someday Advisors was established to serve you in those times, to get you through the now and to prepare you for the brighter future ahead.
WHY SOMEDAY ADVISORS
OUR STORY
In her book, Big Magic, Elizabeth Gilbert argues that ideas are separate entities in the universe that interact with humans in search of a host to bring them to life. If this is true, given the persistence of the idea for Someday Advisors, it must have a real desire to see the light of day. The true purpose and vision for this company did not come into focus until recently when I got a front row view on how many questions, how much uncertainty and how great the fear the lack of financial security and confidence can create during times of life transitions, especially for women. During those times, there are often well-trained professions, experts, teachers and mentors that come alongside to help light the way. We hope that Someday Advisors can be one of those guides for you as we join you on your journey, educating you and empowering you to step forward and chart a course for a brighter future, whatever that means for you.
OUR DIFFERENCE
What sets Someday Advisors apart is our focus on understanding you as a person, not just as a client. We believe that life experiences shape each of our behaviors and attitudes toward money. We understand how various factors, including upbringing, heuristics and financial biases can impact how you relate to money and can often lead to suboptimal financial decisions. As we get to know you, we develop and apply a bespoke approach to ensure that you receive not only best-in-class service, but that you are understood and feel comfortable in the process.
Because we focus on women and families that are undergoing significant life transitions, we are prepared to spend the necessary time discussing not just the dollars and cents, but the grief, discomfort, fear and other emotions that so frequently accompany these life events. We meet you where you are and help guide you through the process with empathy and kindness.
At Someday Advisors, we believe that it is not just your wealth. It is all of you. It is everything.
We invite you to learn more about how we can benefit you and your family.
Because we focus on women and families that are undergoing significant life transitions, we are prepared to spend the necessary time discussing not just the dollars and cents, but the grief, discomfort, fear and other emotions that so frequently accompany these life events. We meet you where you are and help guide you through the process with empathy and kindness.
At Someday Advisors, we believe that it is not just your wealth. It is all of you. It is everything.
We invite you to learn more about how we can benefit you and your family.
WHAT'S IN A Name?
"You can someday yourself out of a life."
Truth be told, the name Someday Advisors came from the television show, A Million Little Things. One of the characters, on the precipice of, but hesitant to pursue her dreams, received these words of encouragement, “You can someday yourself out of a life.” That line resonated with me so much that I stuck a note with it on my front door as a daily reminder to not put off my own dreams.
Somedays – we all have them. They may be dreams or difficulties that we actively put off, or surprises, welcome or uninvited, that arrive unexpectedly at our doorstep. Whether you want to plan ahead for life’s transitions or are facing one now, we believe that getting to and through your someday is a journey taken one day, one minute, one step at a time. We would be honored to partner with you as you move forward.
Somedays – we all have them. They may be dreams or difficulties that we actively put off, or surprises, welcome or uninvited, that arrive unexpectedly at our doorstep. Whether you want to plan ahead for life’s transitions or are facing one now, we believe that getting to and through your someday is a journey taken one day, one minute, one step at a time. We would be honored to partner with you as you move forward.
WHAT'S IN A LOGO?
The dots in our logo represent the path we will walk together to navigate through your someday, one step at a time. The headline imagery that adorns each page includes some type of path — a road, a bridge, a shoreline — mirroring and reinforcing this same sentiment.
As an aside, each of these images was taken in New Zealand, a place I visited last fall that I swear I left half of my heart. One of my somedays is to spend time each year in that magical country.
Our CORE VALUES
Our core values are the heartbeat of our business. You should expect these principles to be reflected in every interaction we have with you.
CLIENTSFIRST
You are our highest priority. We strive to provide an unmatched level of care and understanding.
BETTER THANYESTERDAY
We are lifelong learners. We stay current on the latest research and tools to ensure optimal outcomes.
DO THE RIGHTTHING
We are honest, transparent and forthcoming. We strive to do the right thing always.
WE HEARYOU
You are unique. We may ask the questions…but it is your answers that matter.
MEET THE TEAM
Get to know us. We are looking forward to getting to know you.
BRAE S. HOLDRIDGE, CFP®
Founding Partner
READY TO TAKE THE FIRST STEP?
We look forward to meeting you and hearing how we can help you.