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The Future of TimeWise Financial

The Future of TimeWise Financial

October 29, 2021

I can't believe I started TimeWise 16 years ago...

They say if you do something you love then it doesn't feel like work, it feels like passion. That couldn't be truer. I feel like I'm taking a bunch of puzzle pieces and putting them together to create one clear picture for my clients. That picture is different for every person or family, and that's what I love most about my job. I love the challenge of experiencing and learning new things every day.

When I think about the next season for TimeWise Financial, my first priority always remains to keep promises to our existing clients who trust us and are the reason we are where we are today. While I want to grow TimeWise as any other business owner wants to grow their business, I want to be intentional with the new clients we bring on. I want to make sure they are a great fit and align with our values, principles, and commitment.

I will continue expanding our education for our clients. Our goal as a firm is to, help make what seems complicated much simpler to understand.

What good is it to accumulate wealth if we're not healthy enough to enjoy it? I want to be a pioneer in and at the forefront of the health and wealth space. I want to partner with people in the health field to learn (my team and I included) how to be healthier versions of ourselves.

I want to develop tools and fun activities to help our clients create a clear picture of what their future looks like. Literally using visualization tools and images to help inspire them.

The future of TimeWise always includes updating our processes to create the best experience for our clients.

Lastly, I want to continue to make TimeWise an amazing and supportive workplace for my team aka my work family, who daily pour their hearts and souls into their jobs and truly care about our clients and each other.

Cheers to our first 16 years, and cheers to the next! 🍾

With love and gratitude,