2023 06 Council Meeting Message Full PDF
The end of the school year means graduations. Some, from the lowest educational levels…all the way to the highest. At whatever level you may fall, or your child may fall, I offer hearty congratulations! Graduating may mean moving up one more grade level or for some who are at the end of the educational journey, it might mean a step into a new career. Or maybe advancing in an already established career. Graduating has as a natural consequence, a moving on, taking the next step. Carefully preparing for a career, taking stock of talents and newfound knowledge, thinking of the impact your career may have on your family and the greater community; the graduate is ready!
I think of the work I do with my members and their families in the same way: getting you to graduate at the top of your class; well-prepared, knowledgeable, setting a course with impact for your family. Sitting down with me for a consultation starts the preparation. We can take stock of where you are and any recent changes in your situation with our state of the art financial needs analysis program. The end result is to help make sure you and your family are prepared: Prepared for the expected and the unexpected. The expected might be a comfortable retirement with adequate income to do the things you’ve always wanted to do. Being prepared for the unexpected is important, too: an untimely loss, an extended care event, a disability. Understanding the impact of having a strategy now is the first step in preparation.
I’ll be calling soon to set up a time to get together a make sure you’re set to graduate at the top of your class!
Vivat Jesus!