2022 End-of-Year Review

As an eventful year comes to a close, we’d like to offer a heartfelt “thank you” for being part of the Beacon Financial Planning journey.

I am so deeply grateful for your trust and presence in our lives and we’re sending you my warmest wishes for an amazing end to 2022 and a great start to 2023.

In spite of the uncertainty and obstacles of 2022, the human spirit shone through.

There’s a lot we can’t predict or control about 2023, but as we usher in a new year, can we commit to a few things together?

Committing to Our Dreams

Many dreams (including ours) have been put on hold over the last few years. But let’s recommit to the dreams that inspire us. Together, let’s grow and protect your wealth so you can reach your dreams, retire in comfort, make a difference in the world, and leave a lasting legacy. The desire to help you achieve your dreams motivates our team to work tirelessly on your behalf.

Owning Our Power

With so much out of our control (the markets, the economy, inflation, etc.), it’s essential to focus on ourselves — our hopes, our goals, and our dreams. Identifying and owning the choices we CAN control isn’t just a good financial lesson; it’s a powerful life lesson.

Embracing Kindness and Patience

Let’s demonstrate kindness, patience, love, and respect to one another in these times of increasing polarization. When talking to people we disagree with, we try to remember: “Be kind, for everyone you meet is fighting a hard battle.”

As we close out the year, please accept our heartfelt gratitude for your time and trust and warmest wishes for the year ahead. May you and your loved ones enjoy all the warmth and joy of the season.

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