Dear Client,

Since we opened our doors almost three years ago, you have embraced our firm and thoughtfully offered us the opportunity serve your friends, co-workers, and loved ones. The growth of our business is a win for everyone, as it enables us to invest in our client family in ways that inspire greater advice and service.

For the last several months, we have been looking at ways to consistently reward your advocacy.

In the spirit of Thanksgiving, we are introducing a new referral appreciation program to thank you for sharing the gift of financial confidence with the people you care about.

We have made the decision to partner with Tiffany & Co. for this important initiative.

Going forward, every referred client AND the client who refers them will receive the choice of one Tiffany wine or tea glass. Additionally, we are looking back to our inception and making this retroactive for any client who has referred us to someone who came over since our firm inception. This also includes referrals of adult children!

To receive your glass, just refer someone you think may be a good fit for what we do. If we wind up doing business, you and the new client will add a glass to your collection. If you already sent us someone, just send me an email and remind us and you can start your collection immediately.

“Why only 1 glass?“ you might say. Well, the goal is to get an even number, 2 or 4, or 6! Don’t drink alone.

This is the first of many new things to come, and as we witness the success of the program we may be offering other ways to add to your collection.

Thank you for your partnership! We’ll never lose sight that trust and service are the foundation of our practice, and every referral is an affirmation that we’re moving in the right direction.

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