Cha-Cha-Cha-Changes

It is said that change is the only constant, and I think this is absolutely true in life and in business. I have made several changes to my business lately and wanted to bring you up to date.

First, each year at about this time I need to offer you an updated version (as of March 15th) of my regulatory disclosure brochure, or ADV Part 2. I'll summarize the material changes below. Let me know if you'd like me to email you a copy of the document. Or, if you prefer you can download it from my website on the homepage, up at the top. Look for "ADV" and you'll find the link.

• At the end of last year I incorporated my business under the new name of Ridgeview Financial Planning, Inc. Nothing else has changed in terms of business structure. This was for longer-term planning and tax purposes.
• My "regulatory assets under management" figure has gone up since last year. This is the amount of money that I directly manage for clients.
• Just last week I moved into a larger office in the same building. Now I'm in suite 203 instead of 206. Eventually I will look to add a back-office staff person, so I wanted to have space to do that when the time comes.

I also recently started working with two virtual assistants, Jan and Amy, who specialize in the back-office side of the financial planning business. I chose Jan and Amy after searching far and wide for several months and, ironically, found them in Florida. They are helping with some of the paperwork and critical software that I use to serve you. You might receive an email from them at some point, so now you'll know who they are!

It continues to be my honor to work with you as your financial advisor.

Have questions? Ask me. I can help.