We hope this email finds you well and enjoying these long summer days. Whether it is taking in Seafair, exploring the many great outdoor spots in our region, or simply sitting on your porch and enjoying a cold drink, summer is a busy time of year. While we have been taking time to savor all the seasonal offerings ourselves, we’ve also been busy with continuous growth and refinement of our fee-for-service model. Before the summer completely gets away from us, we wanted to take a moment to let you know about a few of our updates.
We Continue to Expand the Number of Clients We Serve
We are pleased to announce that Sandra Jones, CFP®, CIMA® recently joined our team in the role of Financial Planner. Sandra brings extensive experience and most recently served in an investment management role for Perkins Coie Trust Company, where she worked closely with individuals, trusts, and endowments. Sandra heard about our approach to working with clients and was excited enough by our fee-for-service model that she made the transition to Goddard Financial Planning in May.
As a Financial Planner, she is eager to work directly with new and existing clients of the firm. Sandra will use her expertise, along with our team-based approach, to develop unique, customized plans for clients of all ages. Sandra’s hiring will ease some of the backlog from increased demand over recent months and help us further expand our services. Please take a moment to welcome Sandra the next time you’re in our office.
In conjunction with adding a new planner, we have refreshed our website in recent weeks. For many clients, the website is their first point of contact with our firm. Our goal for the site is to provide an easy way to access answers to some of the most frequently asked questions. We have updated the “Our Team” page with current photos and updated bios on each member of our team (including our “Chief Morale Booster”, Rosie).
We also updated the “Our Fees” pages to cover cost estimates and extend transparency to the fee structure for returning clients. These changes help address the most commonly asked questions by returning clients: “What should I expect?” and “What will it cost?”
We hope you will view our updated website and look forward to your feedback.
Just off the Press
We are pleased to share that for the fourth year in a row we have been selected by Advisory HQ as one of the Top 9 Financial Advisors in Seattle and Bellevue, Washington. For more information you can visit this site:
AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate.
We Are Here to Help
When the Greek philosopher, Heraclitus, said, “Change is the only constant in life”, he likely wasn’t referring to escalating trade wars, phone scammers, or traffic gridlock in a growing city. All this change keeps life interesting. While we admit that we don’t have all the answers on coping with change, we do know about personal finance and, more importantly, we like helping people. As planners, we strive to help clients ignore the daily noise and to focus on those things that truly matter.
We have worked with many appreciative clients who value our approach and we are constantly making improvements to all aspects of our business based on your feedback and the needs of the market. The more our satisfied clients spread the word, the more households we can provide with comprehensive financial planning advice. Whether you are a returning client who hasn’t been in to see us in a few years, or you’ve been hesitant to refer a friend because of our wait time, we hope that our increased capacity will help us better serve your needs.
Please don’t hesitate to call or email us to see how we might be of assistance.