Good morning & happy Monday!
“None of us is a smart as all of us.”
Ken Blanchard, author / speaker / business consultant
The kids are back to school, the summer is wrapping up (though it’s still crazy hot outside), and the normal life routine begins again.
It has been a very busy summer for us here as we launched Intentional Wealth just over 100 days ago.
Whenever a new president takes office there is a big focus on the first 100 days in office and what has been accomplished. Today as I reflect on the first 100 days of Intentional Wealth, I am so thrilled and humbled to report that we are wrapping up the transition with results far in excess of even our most ambitious projections.
Today I simply want to say THANK YOU!
Thank you to my incredible clients … it is because of you that I get to wake up every morning and do what I love for a living. Each morning as I am preparing for the day ahead I look at my calendar to remind myself of the meetings I have scheduled that day … every single day, without exception, I am excited to meet with every person on my calendar. Each one of my clients I view as so much more than just a business relationship … I truly view each of you as a friend and I greatly enjoy our meetings. My wife has accused me of just hanging out with my friends all day, and although I am working, she is correct … I am hanging out with my friends 😊 The fact that I get to provide meaningful financial guidance to amazing people who are near and dear to my heart is nothing short of a dream come true.
I’ve been giving financial advice since I was a fairly young child … my parents recently pulled out a “promissory note” I typed up with my sister when I lent her $12 at the age of 14. I guess maybe I’ve been in training for this my entire life, LOL 😊
From the bottom of my heart … THANK YOU! Thank you for the trust you have put in my team & I. Thank you for joining us as we have started Intentional Wealth. Thank you for your patience as we’ve been working overtime to get accounts transferred over. Most importantly, thank you for your friendship.
Friday was Christy’s 9-year work anniversary with the team and Monique’s 8-year work anniversary is in a few weeks. I must say a huge THANK YOU to these amazing ladies who do so much for this team and for our amazing clients. Their hard work, commitment and dedication are invaluable and there is no way I could do what I do without them. They care so deeply about the clients they serve, and I am so incredibly grateful not just for what they do, but for who they are. They have worked so hard through this transition to Intentional Wealth and I just want to publicly say how much I appreciate them. Please join me in celebrating them and their contributions to all of our lives.
As we are wrapping up the transition to Intentional Wealth, I must say that I have never been so excited in my entire career. I am passionate about the work we do and believe the future is exceptionally bright.
Thank you for being on this journey with us and allowing us to be a part of your journey!