Pew Research Center - What makes life meaningful

In November, the Pew Research Center released the results of its study about what makes life meaningful. In the US, material well-being ranked third, after family and friends.   What does that mean to financial advisors like us? Simple – we are doing our best work when our planning helps our clients to focus on the important things. When your finances reflect your values and you feel confident in the plan we have developed together, we know we’re on the right track. 

Our clients are the focus of our financial planning process. We want to ensure that the work we are doing with you, and behind the scenes, frees up your energy for the meaningful aspects of your life. It should also give you a sense of assurance about your finances, in spite of the unpredictability of stock market performance. 

The Watercolor Financial Group team is spending the next several months further refining our financial planning process with these goals in mind. If there is something that you want to be sure we consider, we would love to hear from you.

Megan, Bleckley and Cass 

Looking for statements or tax documents? Visit our web page for links to Fidelity (for access to statements and tax documents) and to the Orion portal (for access to performance reports and billing statements): Watercolor Financial Group website

Client Spotlight: Bonner Brown
Congratulations to Bonner for setting *three* weight lifting records in Vermont. She has her sights set on breaking national records in April. Stay strong, Bonner! We are rooting for you! See more here

Bleckley Dobbs, Cass Grange and Megan Poore provide advisory services through NWAM, LLC dba Northwest Asset Management, an SEC registered investment adviser. Watercolor Financial Group is not a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This material is intended to provide general financial education and is not written or intended as tax or legal advice.