Helping you build financial freedom. | Paid off $105K in 5 years. | Let's reclaim power over your money and your life!

Brian Heemstra

Hi, I'm Tracy.

I'm not your typical financial planner. 

I'm the one who left her lucrative corporate banking job to travel the world - because I could, because I planned for it.

I then pursued my dream of working in wine and with nothing but a suitcase, headed to Napa Valley to land that job.

While wine will always be near and dear to my heart, I knew I had more to give. 

Now, I help women invest and plan their finances - so you can live a life you truly want to live.


Women are often told what they should do with their life and their money - 

Spend less. Be practical. Don't take risks.

But here's the truth - 

🙌 You can travel extensively. 

🙌 You can take a year off to write that book.

🙌 You can take that leap from your corporate job to start your own business. 

🙌 You can press pause to be a stay-at-home parent - without sacrificing your future.

When we work together, we start with you - your values, your goals, your dreams. Then, we build a strategy to make the numbers support the life you want to live. 

Whether you're:

💫 Crushing it in your career

💫 Building a mission-driven business, or 

💫 Forging your own untraditional path…

You deserve a financial strategy that reflects your reality - not some one-size-fits-all advice.


Money doesn’t have to be so taboo, scary or stuffy. There’s no jargon here. No cookie-cutter advice. 

Just clear, honest guidance designed to help you build wealth, protect it, and use it to create the life you actually want. 


From being paid less to taking breaks for caretaking, I understand the real-life challenges women face and I’m here to help you use money to live life on whatever path you choose...

With 25+ years in finance - I bring experience, empathy and strategy in working together, so you can...

Feel confident in where you stand with your finances and know how and when you can retire - creating clarity and with a little fun along the way - life’s too short for anything less. 


Your life doesn’t follow a traditional script - and your financial plan shouldn’t either.

For women’s wealth to grow and change to happen, we need to talk about money more. We need to take action more. 

Are you with me? 🙌 

Book a no-pressure, no-judgement call to chat about your unique goals and how we can start mapping out a clear path - to get you, to where you truly want to go. 💫

https://calendly.com/tbginvesting/complimentary-consultation
(you need to copy and paste this link :)

Tracy Baron Garcia

Do you ever feel like you should “have it all figured out” by now?

A prospect looked at me and said, “I have no idea what I do with my money.”

She was frustrated and felt stuck even though she was working so hard and doing so well in her job.


Here’s what we talked about...

Financial planning can change that.

We look at where you’re at right now,

And then we create your goals and make a plan to use your money intentionally to create a life that truly matters to you – 

Life’s too short for anything else. 🫶 


One thing you can do now?

Take a look at where you are and think about what you truly want in your life, start writing it down.


It’s never too late. 

Here’s to financial clarity, intention and building the future that you truly dream about. 💫

Tracy Baron Garcia, CFP®

Not Your Typical Financial Planner | Helping Women Invest & Plan For Their Dream Life 💸💥 | World Traveler 🌍 | Financial Empowerment Speaker 🎤 | Creating Our 4th Vintage of Zinfandel 🍷

This day of the year always reminds me that..

A rich and full life isn't about money.

It's about connecting. 🥰  

More stories.
More laughter.
More shared food and shared hope.
More moments that show how deeply we care for one another.

On this Thanksgiving, may your table feel a little longer and your heart a little fuller.

Here’s to delicious food, cherishing time with loved ones, and the joy that comes from sharing what we have.

Happy Thanksgiving 🧡

long farm table oustide with flowers and dishware on top

I could tell she was avoiding me. 🤔 

We’re close and talk openly all the time. 

What is on her mind, I thought. 


She finally admitted something.

She had bought something that was expensive and was nervous that I would give her a hard time for buying it.  


She had the money to buy it and it meant a lot to her. 

She told me all about it and there was zero money shaming or judging.

I celebrated with her! 🎉 


She thought because her finances aren’t “perfect” that I would judge her and make her feel bad about this purchase.

I couldn’t be more happy for her and am so glad she did something for herself! 🥰 



I love working with money because it’s the vessel that can get us what we truly want in our lives. 

Money is for us to spend and use in what makes us most happy.

If we don’t spend it or enjoy it, what’s the point of it?



This week?  

🦃 Let’s be thankful for money.

🦃 Let’s be thankful for the experiences and memories it gives us.

🦃 Let’s be thankful for where we’re at and the opportunities that are ahead of us. 

Let’s enjoy every single moment of what money brings us. 


We need to talk about money more.

We need to joyfully spend money more. 

Are you with me?? 

#letstalkaboutmoney #joyfulspending

Do you ever feel like you’re playing catch-up?


With your finances (or life)?

You are not alone. 🫶


As the past comes up and the "I should have done this or that" conversation starts - 

I always tell clients - 

Don’t look back - you’re not going that way. It's all about looking forward.

Maybe you:

💰 Haven't saved as much as you wanted

💼 Didn't get the promotion or bonus you expected

💸 Held your retirement/investment assets in cash for too long

💳 Carried student loans or other debt longer than you’d hoped


𝐈'𝐦 𝐠𝐨𝐢𝐧𝐠 𝐭𝐨 𝐭𝐞𝐥𝐥 𝐲𝐨𝐮 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 - 𝐧𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐚𝐭 𝐝𝐞𝐟𝐢𝐧𝐞𝐬 𝐲𝐨𝐮 𝐨𝐫 𝐲𝐨𝐮𝐫 𝐟𝐮𝐭𝐮𝐫𝐞. 

What matters is what you do next. 

👉 Give yourself grace. 

👉 Make a plan. 

👉 Take steps forward toward the life and goals that inspire you.

It will take time - but I promise you, it will be worth it.

Whether it’s your career, health, relationships, or money - looking to the future and creating change now is where the gold in life lies. 🌟


Keep moving forward. 

You’ve got this. 🙌

#financialplanning #itsnevertoolate

A sign that says don't look back you're not going that way

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The Battle

Brian Heemstra

Tracy Baron Garcia

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The Battle

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Tracy Baron Garcia

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tracy Baron Garcia's LinkedIn Performance

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