As financial advisors, we often focus on growing portfolios and minimizing taxes, but financial planning goes beyond that math. The real power of a well-crafted financial plan lies in how it eases the anxiety of uncertainty so you can start saying “yes” to the things that you’ve dreamt of doing with confidence and anticipation. 

What would you do if you no longer worried about running out of money? For some of our clients, that’s starting a charitable fund that helps them share the joy of giving generously with their entire family each year. Some of you create cherished memories by taking your kids’ families on vacations that they can’t afford on their own.
 
We’ve helped families on their stewardship journeys, as they talk through estate planning together, sharing values and stories across generations. We have encouraged and supported your thoughtful decision-making to address concerns and find creative solutions that benefit the whole family. Helping your family in this way is one of the greatest joys and deepest sources of meaning we get from our work as advisors.

It’s a delight to celebrate with you as you embrace the freedom to say “yes” more often to experiences, to generosity, to joy.
 



Blake Alsman, CFP®
Senior Investment Advisor & Partner

This article was featured in the Fall 2025 edition of the Rising Dividend Report.

Read more articles from this issue here.