Adjustment Bureau - That's Us

Happy 2024!  We have much to look forward to in this new year!  For one, the grandbaby that didn't quite hit her due date in 2023 and has decided she would keep us waiting 'til the next year to make her appearance. 

Still waiting. 

But we know babies don't always come when they're due.  And things don't always go as planned.  

As we reflect on the past year, that seems to be more true than ever. We are grateful to be able to serve our clients, actively making changes and adjustments to their financial plans as needed. We strive to optimize and refine their financial strategies to best serve them in the face of life's fluctuations. 

Check out this article; The Adjustment Bureau, written by our friend and colleague, Russ Thornton.  It's a spin-off Hollywood flick starring Matt Damon & Emily Blunt, and it hits -spot on- why we do what we do for you.  

And why having a financial planning partner is so important.

Give it a read, and when you're done, let’s proactively review your finances.  If you and I haven't sat down together at least once or twice in the past 12 months. . .  it's time.  

And if you are new here, give us a call.  We'd love to help you adjust your current financial plan to one that will best serve you today and tomorrow.