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Longevity Wealth Opening Day

APRIL 20, 2020

Planning comes in all shapes and sizes.  I believe that a good plan coupled with belief in yourself creates a high rate of success.

Longevity Wealth was formed over years of planning and wanting the best for my clients.  Many asked me why I would undertake such a big move in opening my own firm, during a pandemic and economic crisis. My answer is…   this has been part of a long-term business plan.

I have clients question their own plan.  My response to them is the same. I believe the most successful transitions happen with a long-term plan that is carefully executed with a good coach.  Plans are not without a few bumps, but ultimately most successes may be defined by persistence through difficult times, with a strong layer of research, morals, and values.

Thank you for all of you who have been with me and supported me through my plan and ultimate transition. The execution will continue as my desire for continued growth and improvement in the level of service I provide carries on.

Do not hesitate to create new plans for yourself and as always, my favorite clients are those just like you- thank you for referring others to Longevity Wealth!

Kelli   

Founder, Financial Planner