Thanksgiving
Attitude of Gratitude
It’s been a while since I’ve had a chance to write, but that’s because it’s been a VERY busy time. Anyone busy juggling multiple things can definitely attest to this fact. I often try to balance my business pursuits and family life. “Balance” sometimes feels like this unobtainable goal, but it is definitely a worthy pursuit. Furthermore, in moments of stillness or contemplation, you can appreciate the things you have achieved and the people that are so incredibly important in your life. An attitude of gratitude. Here are some of the pursuits that I’ve occupied my time with, and I’m thankful for them.
This was a great honor to be recognized amongst other emerging leaders in the Investment Industry. The reception in NYC was a great event! I’m Thankful…
National Association of Personal Financial Advisors (NAPFA)
NAPFA is the largest association of Fee-Only advisors in the country. We are committed to holding the highest ethical standards in the industry and serving clients in a way that minimizes conflicts of interest. It is an absolute honor to serve as a National Board Member of this fine association. I’m thankful…
Morningstar - The Longview Podcast
I absolutely LOVE listening to podcasts/audiobooks. I find it’s the only way I can get some information while doing other things (balance, remember :-)) This was a great opportunity to be interviewed by two great hosts and share some of my industry insights. I’m thankful…
For all the families/clients that continue to entrust us to handle their financial needs. We were intentionally building a firm that would serve clients well in a manner we felt that was most aligned with some core values.
Transparency
Professionalism
Fee-Only
We feel that we’ve achieved those goals, and it continues to be a worthy pursuit. I’m Thankful…
We saw a need in our community for a collaborative workspace. We know there is dignity in work. Shared office space and community where our members could Connect. Create. Collaborate. We appreciate every new member that joins us! I’m Thankful…
Family
This goes without saying; none of this would matter; none of it compares; by far, the most important thing is family. I’m Thankful…
