A new year, thank heavens! We get to give it another shot. May this be an easier one for all.

I have a couple of things coming up to get us started. January, of course, is a perfect time to plan the year ahead. (Which doesn’t mean that things will go the way we planned, we know! But still it is important to do.) So on Saturday from 2 – 3 p.m. U.S. Pacific Time, I am offering a free “Goals” call. We will discuss the process of setting the year’s goals, and will also have time for your own goals and questions. The call is free but registration is required, so please email me if you would like to sign up. Details are on my events page here too.  The registration deadline is Friday.

Then following from that, is the Annual Check-Up package. This broadens out the goals work and it includes three sessions: one to review the year that has finished, one to review the Retirement Map (for those who have it), and one to make the plan for the year ahead. Going through this process creates a solid start to the year – we take what we learned from last year, and use that to map out our plan for this year – and having that in place can bring real peace of mind. It also makes it much more likely that we will actually achieve our goals. This is particularly powerful for couples, because it gets both people on the same page from the start, and goes a long way towards saving arguments down the road.

For the Annual Check-Up, the three sessions are discounted like a regular package, so the price is $255/$215*. If you have not worked with me before, we can still do this kick-off to the year – it’s just more of a “set-up” than a “check-up”, and we will put together your plan from the beginning. So either way, if you are interested in getting your year off to a good start, send me an email and we can schedule.

As we head into a New Year, I would like to say what a pleasure and a gift it is to work with all of you. Thank you also to everyone who has referred friends, family and colleagues to me in 2020. I appreciate your trust.

* Income over/under $100k couple or $60k single.