2024 has been a year of plans coming together.
After 25+ years as a financial planner I find myself more energized than ever about our practice and the plans we have made over the past few years to ensure my vision continues beyond my own career, whenever that may be!
While our passion and values remain the same, we have upgraded our internal systems and reporting to enhance the client experience. It felt like the right time to rebrand the practice.
In 2023 we sat down as a team to brainstorm what name would capture the spirit of our efforts here. When Shawn proposed Fruition we were intrigued, when he read the definition “the coming together of a plan” we were sold.
Bringing our clients’ plans to fruition is our daily goal and motivation.
Once we had a name it was time to select a logo and branding coloring. Without going too deep into color theory, our selections of deep greens and bronze had the intended effect of feeling both organic and secure.
In the process of designing our new website we quickly realized we wanted more than words and stock images! We wanted to tell the story of what our clients can expect from us. We worked with a graphic designer to bring visual graphics to life to share more about us, our process, why we do what we do, and how we do it.
Perhaps what I’m most proud of from our efforts was defining our values in concise terms.
I feel confident that each member of my team embodies these values and that these values are also reflected in my clients. I am so proud of the relationships we have built with our clients and the kind of people we get to spend our days serving. We know the effort you put into your financial endeavors must be matched by our commitment to you, it’s why I’ve always defined my relationship with my clients as a trusted partnership.
Financial planning is of course about investments and financial plans, but it’s also about helping people gain the freedom to focus on what matters. It’s our honor to help bring your plans to fruition.
Here’s to 2024 and beyond!