Reflecting on 2024 and Looking Ahead to 2025: Updates from 310 Wealth
As 2024 draws to a close, I find myself reflecting on a year filled with growth, lessons, and the privilege of walking alongside you in your financial journey.
From the bottom of my heart, thank you for trusting 310 Wealth with your financial planning needs.
It’s truly an honor to help you steward your resources and work toward the dreams you hold dear for yourself and your family.
As we prepare to step into 2025, I’m filled with gratitude for the trust you’ve placed in me and excitement for what the future holds.
I want to take this moment to share some updates and reflections that I hope will inspire and encourage you as we approach a new chapter.
1. A Fresh Start for Your Financial Plan
The new year is a natural time to take a step back, reflect, and revisit your financial goals.
Has anything changed in your life this past year?
Perhaps new dreams, milestones, or challenges have emerged.
Financial planning isn’t a one-and-done process—it’s a living, evolving strategy designed to adapt to your life’s changes.
That’s why I encourage you to take a moment to reflect on your goals for 2025.
Whether you’re considering major purchases, growing your family, or preparing for an exciting milestone…
Your financial plan should align with your vision!
I’d love to connect with you in the coming weeks to ensure your plan is on track and reflects the life you envision for the year ahead.
2. Expanded Services to Better Serve You
I’m thrilled to share a big update: I’m now licensed to offer life and health insurance services!
This addition allows me to take a more comprehensive approach to financial planning, helping you protect what matters most.
Here’s what this means for you:
• Life Insurance: Term life policies to protect your family’s financial future.
• Disability Insurance: Income protection in case the unexpected happens.
• Long-Term Care Coverage: Planning for care in your later years.
• Medicare: While I won’t provide Medicare services directly, I’m partnering with an experienced advisor to ensure you have access to specialized support.
These services are part of my ongoing commitment to advocate for your financial clarity and peace of mind—now and in the years ahead.
If you have any questions about how these options can fit into your plan, I’d be happy to explore them with you.
3. Welcoming New Families to the 310 Wealth Community
I’m excited to announce that I’ll be opening space to welcome six new clients or families in 2025.
After careful evaluation, I’ve determined this is the perfect balance to continue providing personalized care while expanding the 310 Wealth community.
If you’ve had a positive experience working with me, I’d be grateful if you kept me in mind when speaking with others who might benefit from financial clarity and guidance.
A referral is one of the highest compliments I can receive, and I promise to treat those you send my way with the same care and dedication you’ve come to expect.
Here’s to a Bright 2025
As we close out this year, I want to reiterate how much your trust and partnership mean to me.
Financial planning isn’t just about numbers; it’s about building a foundation that empowers you to live the life you envision.
Whether you’re celebrating a personal milestone, navigating a new challenge, or simply looking to set yourself up for success in 2025, I’m here to support you every step of the way.
Let’s make this next year one of clarity, growth, and peace of mind.
If there’s anything I can do to assist you as we head into 2025, please don’t hesitate to reach out.
May the Lord bless you and your family in the year to come!
