Planning Briefs

If you spend your professional life giving financial advice, you learn to appreciate every day.

As financial advisors, the fragility of life unfolds before us every day. At any moment, a client might call amid a family crisis or death.

This is not the kind of thing to bring up at a cocktail party, but this is part of the day-to-day work of a financial professional: a 17-year-old killed in a car crash; a 65-year-old mother of two grown children succumbing to cancer in her husband's arms; and a litany of unspeakable family tragedies happening in slow motion. This is the most important work in the practice of a financial professional.

The specialized knowledge about financial planning that we bring is often thought of only amid a family crisis, and that is what we're here for. It is a privilege not taken lightly.

Your trust motivates the relentless pursuit of your best interest and that is the way we operate. But the main point here, in these 190 words, is not about business; it's that we all should be thankful for every moment of every day and value it pricelessly.