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\u2019ve 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.<\/p>\n
We are pleased to announce that Sandra Jones, CFP\u00ae, CIMA\u00ae 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.<\/p>\n
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\u2019s 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\u2019re in our office.<\/p>\n
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 \u201cOur Team\u201d page with current photos and updated bios on each member of our team (including our \u201cChief Morale Booster\u201d, Rosie).<\/p>\n
We also updated the \u201cOur Fees\u201d 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: \u201cWhat should I expect?\u201d and \u201cWhat will it cost?\u201d<\/p>\n
We hope you will view our updated website and look forward to your feedback.<\/p>\n
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:<\/p>\n