ning and investment approach we imple- mented integrated smoothly with their tax and estate plans.
Every three months Theresa, Colin and
I have a ZOOM. They share what is new and different in their lives and I update them on what we are doing with their investment accounts and why. Then we discuss their financial plan and (potential) updates. Through these regular conversa- tions, Theresa and Colin continue to ex- perience clarity, comfort, and confidence with their finances and life.
Have the events of 2020
prompted you to want “something more”? Are you asking new questions of yourself around your life and your finances? If you, like Theresa and Colin, aspire for “something more than just re- turns” from a fiduciary team of financial professionals, I am right here. It would be a privilege and a pleasure to have a complimentary consultation.
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NARIVEDA.COM OR CALL 928-554-4737 * Theresa and Colin are pseudonyms.
The clients’ names have been changed and some details generalized for this article.
Caroline Wetzel is one of Natural Nutmeg’s 10Best Winners for Business/Life Coach. Caroline is a Certified Financial PlannerTM
(CFP®) and Vice President, Private
Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institu- tional Partners, LLC (collectively “Procyon Partners”) are registered investment advi- sors with the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 40 and spotlight on page 11.
48 Natural Nutmeg - 10BEST Awards/Essential Living Guide 2021
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