I hope that you and your family had a wonderful Thanksgiving—I know we did!
Personal note: I’ve been on a vigorous fitness journey for almost two solid years now and there’s a part of me that uses it as motivation to do what I did yesterday, indulge in any/and everything I wanted without guilt.
Anyway, this Saturday, I simply wanted to share how very thankful we are for all of our terrific clients that have entrusted us to be your partner in financial planning. It’s a responsibility that we’ll never take for granted.
In 2017, Jeff and I left the bank to start our independent firm, Know My Plan, and over the past eight years our network has flourished.
Engagements, weddings, houses, babies, second homes, career changes, cars, trips, college, empty nests, grandkids, referrals, neighbors, new families, new introductions… you name it, we’ve been through it many times
Lastly, as we reflect on giving thanks, we’re also always thinking about ways we can be better.
- How do we communicate more clearly?
- How do we help you execute more effectively?
- What technology do you need to feel more confident in your plan?
- How can you better visualize today and your future?
As we’re now only a month away from 2026, we are excited about this upcoming new season.
Great things are happening and we’re so excited to be on this ride together!
As always, stay disciplined – work the plan.
–Nic
