Good morning & happy Monday!
I am so honored that you have expressed interest in continuing this journey with my team and I as we start Intentional Wealth.
After nearly 23 years in financial services and the last almost 13 years with Northwestern Mutual, last week I officially launched Intentional Wealth as an independent financial planning firm. Our office location, phone numbers, and team members all stay the same … the only update you will want to note is our new email address and our new fax number:
- Jonathan Hunt: jonathan@intentional-wealth.com
- Christy Henderson: christy@intentional-wealth.com
- Monique Mathews: monique@intentional-wealth.com
- Fax: 863-274-2627
As you can imagine we have been working long hours as there is more to do than hours in the day to do it. As is such I will humbly ask for your patience and understanding … it may take a bit longer to return phone calls, emails, etc. than normal. I promise we are working as hard as we can to make this transition as seamless as possible for you … our valued client.
Over the last few weeks these Monday morning memos have discussed how important it is for us to live intentionally. I picked the business name Intentional Wealth as our objective is to work with our clients to build an intentional financial game plan and live intentional lives.
One of my favorite authors is John Maxwell and he has such a great quote about being intentional:
“An unintentional life accepts everything and does nothing. An intentional life embraces only the things that will add to the mission of significance.”
John Maxwell
It is my objective with this change to Intentional Wealth to increase my significance by increasing yours. I look forward to where this road leads and am so honored to be a part of the story you are writing.