Referral Rewards Program

Dear Client,


Since we opened our doors in April of 2017, you have embraced our firm and thoughtfully offered us the opportunity to serve your friends, co-workers, and loved ones. We have been amazed by your energetic support for our firm.


As I think about all that we have achieved together and the opportunities that lie ahead, I feel a tremendous sense of gratitude and optimism. Our clients are our daily cause, and we’ve been considering the best way to reward you for sharing the gift of financial confidence. We’ve finally decided on something that we think strikes the perfect note.


We are excited to announce that we have partnered with TIFFANY & CO. for our referral rewards program.


Going forward, every referred client AND the client who refers them will receive the choice of one Tiffany wine glass or coffee mug. Additionally, we are looking back to our inception and making this retroactive. You’ll also be pleased to know this offer includes past referrals of adult children!


To receive your gift, 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 or mug 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 per referral?“ 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 participate.


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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