Happy New Year!
Like many of you, in my office we tossed around the question, “What are your resolutions for the new year both on a professional and personal basis?” As we head in to 2014 I sincerely hope to continue to get to know better not only my existing clients, but many of the people who have reached out to me in one way or another, through my website, Facebook or phone. In the business of personal financial planning, it really is all about trust and the trusted relationship between client and advisor.
So I wish to continue to host smaller, intimate events and classes so that I may get to know my clients better, and for those who want, they may have the opportunity get to know me better. Sadly, I’m mostly an introvert, but when I am around my clients, who are more like friends, it’s easy to become more of an extrovert.
My personal resolution is definitely more boring; simply to walk around our county block 2 times (about 2 miles total) at least 3 times a week. I’d eventually like to turn that into a run, which would help when I have to outrun the loose Franklin County donut hole dogs…!
So here is to a fabulous 2014. Have no fear and live life on your own terms!
Angie Furubotten-LaRosee, CFP® is a financial planner who helps regular people with "big picture" planning, focusing on their money and their lives.
All 2011 Taxes Education Elderly Financial Planning Hard Work Heart Health Kennewick School District Legal Help Levy Lottery Millionaire Perserverance Planning Retirement Retirement Income Saver's Credit Savvy Social Security Scams September 11 Social Security Strategies Teachers Valentine Wills
Click to set custom HTML