To my clients…

I don’t often share much about my business or my life with clients, because our work is about you and not about me, but I spent some time at the end of December reflecting on 2020 and planning for 2021, and I wanted to share a few thoughts with you. I hope you don’t mind. ;)

Although I’ve been a Financial Planner for 16 years, I launched my new planning practice in February of 2020, and I couldn’t be more grateful for the work I’ve had the opportunity to do with clients since then. Truly thank you, from the bottom of my heart, for giving me the opportunity to partner with you and help you gain clarity and make meaningful progress towards your goals.

Although 2020 was a heck of a year as a working mom in the midst of a pandemic with two wild boys at home, getting to work with you has been incredibly rewarding and was such a bright spot for me in an otherwise challenging year. There are no words to express just how much that means to me and how grateful I am.

And even though I launched the business right before COVID hit, the business has taken off super quickly and grown much faster than I ever anticipated, in large part due to referrals from clients. Thank you so much for trusting me to take care of you and the people who matter to you.

As I look to 2021, my top priority is to continue to take great care of clients, and serve new clients as well.I served 40 families in 2020, and I have capacity to serve 35 additional families in 2021.In order to do so, I’ve eliminated fintech consulting work(I previously consulted for companies like SoFi, Ellevest and LearnLux), and I’m growing my team.I will close the practice to new clients as needed to protect both your client experience and my commitment to myself and my family to maintain a healthy work/life balance.

So with that in mind, I’d like to formally introduce you to my paraplanner, Cyndi Hall, CFP®.I’ve known Cyndi for more than six years, and I am so honored to have her on my team. She is an experienced Financial Planner and was a phenomenal team member during my years at LearnVest. Cyndi has been helping behind the scenes since the practice launched last year, but she’ll be taking on more responsibilities to support the continued growth of the practice. Cyndi will largely continue to help behind the scenes with planning and operations, but don’t be surprised if she reaches out to you to gather data, help with an account transfer, or get a meeting set up on my calendar.

One last thing to share… If you happen to be curious, I was interviewed recently on a podcast to share my career journey and discuss my approach to business, what I learned from being in fintech, and how I approach financial planning. Give it a listen if you’re interested (or bored while doing the dishes!).

As uncomfortable as it is for me to ask for space in your inbox to talk about what's going on in my world, it felt weird NOT to share it with you, and I didn't want to miss the opportunity to let you know how much you've impacted me and how grateful I am to you.

Happy New Year!!!!

Best, Natalie