By Colleen Weber, CFP^®, CPA

Happy Holidays! After another year filled with volatility, I’ve never been more grateful to have clients like you. I appreciate your continued trust in me and the opportunity to provide an exceptional experience. It is my goal to help you feel confident in your future and prepared for whatever comes your way. I hope you’re able to ring in this holiday season with peace and joy, knowing that I’m watching out for you and your finances. 

Reflecting on 2022

As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2023. 

Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial. 

Looking Forward to 2023

I hope you are excited for everything the new year will bring, and I encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!

Thank You for a Wonderful Year!

Everything our team achieves is all due to you. Your loyalty brings new clients, and your trust helps me build strong relationships that last a lifetime. I hope that in serving you, I have provided your family comfort in knowing that I am here to help whenever you have questions or concerns. I understand that life changes can happen at any moment, and I want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, I’m here for you.

As we prepare to enter a new year, I look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Let’s Connect

If you’d like to check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2023 (and beyond!), I’m always here for you. Reach out today by calling (952) 470-0750. I look forward to hearing from you!

About Colleen

Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.