Holiday wishes for you and your family

Happy Holidays, Watercolor Family!

Dear Megan,

As we lean into the celebration of the holiday season, we often return to traditions, anchoring our hearts and our families. For many of us, the best memories of holiday celebrations have nothing to do with presents, but everything to do with connections, relationships and traditions. This painting Cass made of her childhood home in Nebraska represents many happy memories.

We value our relationships with each of you. Helping you with your life plans gives the three of us joy. We wish you the best this holiday season.

Sincerely,

Cass, Bleckley and Megan

Access your reports - 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

Megan Poore celebrates 20 years in the financial planning business!

Megan was introduced to this business in 1999 when she hired Cass Grange as her financial advisor. She joined the fun in 2002 and has enjoyed serving as an advisor for the past 20 years. Megan is as energized about this business now as she was in the early years. Happy anniversary, Megan!

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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.