Dear Method Community,
Can you believe it? Method is 4! The past four years have flown by and I wanted to take a moment to thank each and every one of you that has supported us through the years, including the first year we were in business when we added a baby to our growing family and moved from California to Pennsylvania. It has been an amazing four years and an honor to continue serving our clients.
We have a lot to look forward to, and a very long list of things to be thankful for. Over the years the services and resources available to clients may have expanded, but our core principles and mission have remained unwavering; offering clients simpler, more effective ways to achieve their financial goals.
Our growth has brought new partnerships, including those with organizations which has helped to propel Method forward, and fostering a community of other financial planners in their quest to build successful firms. Method is a proud member of NAPFA (the National Association of Personal Financial Advisors), the country’s leading professional association of Fee-Only financial advisors, as well as a member of Equita Financial Network, a collaborative network of women-led financial planning firms.
Be on the lookout for some updates on our website, including more details on our Chief Investment Strategist, Mario Nardone, CFA, and an upcoming newsletter dedicated to providing resources for organizing and simplifying your financial life.
Let’s join in a virtual “cheers” to all of us, and most of all to you for taking the step to financial success!
Katie Burke, CFP®
Investment advisory services offered through Equita Financial Network, Inc. (“Equita”). Equita also markets investment advisory services under the name Method Financial Planning, LLC. The foregoing content reflects the opinions of the author(s) and is subject to change at any time without notice.
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