Relationship-Based Financial Planning

& Investment Advice

Welcome to the second edition of our newsletter! This month's articles include a bit about our Proven Process, how we recognize you, the individual, within that process, a guide for "Who to Contact", and lastly, some fun facts about our two newest hires and our Client Services team.

Don't forget to share our newsletter with a friend, relative, or anyone you think might be interested. We love being able to help people!

Our Proven Process

CSF has a Proven Process. It is the way we provide services to our clients. We do it every time. It is repeatable. In this article, our CEO, Mark Franczyk, explains its value and what it provides.

Recognizing the Individual

While our Proven Process is repeatable, it doesn't mean we plan for all of our clients the same way. In this article, Senior Advisor Shannon Clark shares the value of your financial plan being unique to you.

"Who to Contact"...and How

We have 16 employees at Christopher Street and we consider each one to be part of your team. We all serve different purposes and sometimes you may wonder "Who do I contact for....?" or "Who is this?" So, to help, we made a document for you telling you what each of our roles is, how to contact us, and even little pics so you have faces to go with names.

WHO TO CONTACT

With September being "back-to-school" month, we thought we'd take three trips down memory lane with our Client Services teams to see what they were like in their school days.

In an effort to get to know our two newest hires more, we asked each of them Five Questions. Find out hidden talents and food preferences for Andrew and Brandyn.

Are you new to Christopher Street Financial?

Do you want to learn more?

Click this link to schedule an introductory call!

475 Park Avenue South Suite 2100

New York, NY 10016

Email: info@christopherstreet.com

Phone: 800-262-6644

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (“Kestra IS”). Investment advisory services offered through Kestra Advisory Services, LLC (“Kestra AS”). Christopher Street Financial, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures