Recently, Paula became a Jack Canfield Methodology Certified Trainer and Canfield Certified Success Trainer. She'll be using this work to help our clients with their mindset and habits to coach them to their financial success. Also, she will be offering seminars, workshops and retreats.
As the year is winding down. What one thing can you accomplish this last month that will really "move the needle" to help you accomplish your goals? Write it down and take one action to achieve it. If we can be of service, please reach out and let us know. We love fostering your success!
p.s. In case you missed our last newsletter click here.
Time to share. Create a Buzz.
Celebrate the season of gratitude. Each day we serve with a grateful heart because of you. It's our privilege and truly our greater calling to provide the guidance and protect your wealth and dreams.
After almost three decades of business we still pinch ourselves when we reflect on the year we've had, the lives we've touched and the incredible experiences we've shared with you.
We thank you for being a champion in what we believe in and joining us on this journey. May the good things in life be with you through out the year.
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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.