2025 Kickoff Party

Earlier this week, we gathered at John’s house to discuss our personal and group goals for the year ahead. The cozy setting sparked productive conversations, and reviewing the vision for what’s next was inspiring.

We focused on aligning our goals with our mission: enhancing the quality of life for our clients through thoughtful, values-based financial planning. It’s always powerful to step back, reflect, and strategize together.

We also enjoyed some delicious Jet's pizza, which made the meeting even better!

We’re excited for what 2025 holds and look forward to making a difference in the lives of the people we serve. Cheers to a year of growth and collaboration!