Personal relationships drive everything we do at PARTNERSINWEALTH. A big part of developing relationships is getting to know you and your financial life from a 360-degree perspective, so that we can work better and smarter to help accelerate the growth of your net worth.
But since relationships are two-way streets, we also want you to come to know us better. So for our first WEALTHWISE of 2014, we are turning the tables just a bit.
To kick off the New Year, we thought we’d give you a glimpse inside our team: who we are, what wish we have for our clients in 2014, and – for fun – one interesting fact that you probably didn’t already know (and that many of us didn’t even know about each other!).
Jim Waters, MBA, CFP®, Founder and President
What I wish for our clients in 2014: That you live with a sense of gratitude and remind yourself often how fortunate we all are to live at this time in history, in this country and in this city.
One thing you probably did not know about me: I was once a fashion model in a fashion show and walked the runway as the camera bulbs were flashing!
Leah Hughes, PERSONALCFO
What I wish for our clients in 2014: That you feel financially secure enough to really enjoy every moment of the New Year without worry about your financial situation.
One thing you probably did not know about me: In 2000, I ran my second marathon while pregnant with my second child.
Kristina Eastman, CPA, PFS, PERSONALCFO
What I wish for our clients in 2014: That you and your families have a prosperous 2014 full of peace and fulfillment.
One thing you probably did not know about me: I am an avid collector of Miss Piggy memorabilia.
Christie Currens, MBA, Account Management Associate
What I wish for our clients in 2014: That you have a very successful 2014 by meeting all your financial and personal goals.
One thing you probably did not know about me: I am getting married in 2014 and am excited about starting a whole new chapter in my life.
Sabina Gartler, VP of Operations/Quality Assurance
What I wish for our clients in 2014: To remember that a goal is just a dream until you plan for it. Picture your dreams and turn them into reality with a plan.
One thing you probably did not know about me: I enjoy puns.
What does all of this mean?
If there are any common themes to derive from this, it is that all of us at PARTNERSINWEALTH wish you and your families a peaceful, prosperous, worry-free financial year – one that fulfills your goals and dreams, is sweetened with grateful appreciation, and enhanced by our energy, knowledge and enthusiasm. Happy New Year!
For more information about how PARTNERSINWEALTH can help enrich and fulfill your financial life in 2014, please contact Jim Waters, CFP®, at PARTNERSINWEALTH, 713.964.4028 or email@example.com.