As summer winds down (the official last day being September 21st) and the kids head back to school, we start to refocus on getting things done. We have been busy getting our calendars filled with client appointments, fall conferences and meetings with key contacts. You?
We are excited to share that our own Paula Harris will be a panelist at the upcoming South Shore Conference for Womenon October 10th (VIP reception) and October 11th (conference). Tickets are on sale. We hope to see many of you there. It's sure to be an energizing day.
What one thing can you accomplish this coming month that will really "move the needle" in your forward progress? Write it down and take one action step to achieve it. If we can be of service, please reach out and let us know. We love fostering success! Have a great Labor Day weekend.
p.s. In case you missed our last newsletter and big announcement click here.
Miramar Retreat Center in Duxbury is a very special place of reflection. We are proud to be a part of this event professionally and personally. Won't you join us? Purchase tickets here. Learn more about Miramar.
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We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.
We have almost three decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.