May has FLOWN by! It's one of my favorite months, as summer begins and people start to come out of their winter caves. I feel like I'm seeing my neighbors for the first time in months! Dillon turned THREE this month and I turned... well, a year older as well.
At Caissa, we had an incredibly packed month, as we tried to meet with every client before Memorial Day. During Minnesota summers, people tend to pick the boat and golf course over coming in to the office to talk about finance. Who knew? Julie and Denise had their absolute "A" game on, and provided the very excellent client service we aim to give. Thank you, ladies!
Our maiden Caissa Conversation was a hit! If you missed it, be sure to ask me about how you can incorporate your digital assets into your estate plan. We will also be adding this topic to our next meeting for all of our clients.
On a lighter note, we have been in our new office space for about a year and a half. This month they have started renovations that will take us into the next year including a remodel of the main floor, elevators and changing the outside of the building from the interesting 70's blue to a better silver/grey color. If you are joining us at the office, keep an eye out!
I wish you all an amazing summer and I hope everyone's boat is in the water by now!
Sincerely,
Kelly
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