Dear Valued Financial Coach Clients,
Congratulations! You deserve to be recognized for doing it the right way.
Financial Coach, like most businesses these days, is operating remotely. With our office closed, each team member is trying to adjust to this reality while staying connected to our clients and their financial plans. Each morning at 10:00 am, our team convenes for a group conference call when we review the previous day’s activities, market dynamics, and business items of immediate importance. We assign tasks, responsibilities, and give each other the necessary “pep talk” to persevere during this trying time. The news cycle and market action are as fluid as we have seen in generations, challenging even the most seasoned investors; us included.
The highlight of our daily call is when we share with one another the amazing feedback that we are receiving from you, our valued clients, and friends. The refrain that we are hearing time and again is that you feel prepared to deal with this market craziness and that your advisors have organized your assets in a way to not only mitigate the worst of the damage but also profit from it. Your confidence may be a bit shaken, but you are executing your plan and absolutely know that there is a light at the end of the tunnel. You have been here before, and like all previous occasions, you will be rewarded for your patience and discipline. It is easier said than done, but you know it to be true, and you are doing it!
Congratulations! You deserve to be recognized for doing it the right way. You built a thoughtful and comprehensive strategy. You have followed it through both good times and bad. You continue to be diligent regarding spending and tighten the belt when necessary, while also being a valued “backstop” for loved ones during this difficult time. You are the reason why Financial Coach exists, and we are proud and humbled to call you our client. We all stand at the ready to support you and your family through these trials and remain supremely confident that we will all be better off on the other side.
We are a phone call or an email away. Please touch base if you need us.
Owen Mulhern, IV CFP®
