From the Desk of Kelli…

Many of you know that I work hard for you, my clients, however, may not know how I chose the company behind our compliance and other supports, Golden State. When determining who to partner with for my business, I interviewed no less than 15 firms. I created a spreadsheet (surprise) of attributes that I expected […]

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From the Desk of Kelli…

You Took a Risk and Trusted Us. I work in an industry that requires a lot of trust and I work hard to earn that right to work with each of you every day. Recently we held a self-driven event called the Longevity Wealth Gumball Challenge. It asked clients to take on another risk, by […]

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From the Desk of Kelli…

Last fall I travelled across the country to visit clients which either had moved out of the area or I had never had the chance to meet yet. One morning, after a beautiful hike, I stumbled across a small town in Illinois. As I walked the few short blocks, I came across a tattoo parlor […]

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From the Desk of Kelli…

My Grandfather’s Hidden Treasure and a New Picture Our office just hung a new piece of art from a local artist. It’s a photograph taken by his grandson when he was 13. It’s a lovely picture taken in the Olympic National Park, peering through several large cedars along a rocky river. I had a few […]

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From the Desk of Kelli…

Days = Years = Wisdom: Don’t be afraid of Wisdom I have determined that along the way, I sometimes become ashamed or embarrassed about baseless facts, such as getting older or hearing what’s important to others and then allowing myself to fit into a box that doesn’t belong to me. I haven’t become the age […]

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From the Desk of Kelli…

Blindsided – With My Eyes Wide Open. This happens to us all the time- whether we like to admit it or not. It all began with a lovely breakfast on the patio of our hotel in Florence, Italy.  We headed to the train station, bound for Rome. A quick 90-minute journey for leg 4 of […]

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From the Desk of Kelli…

2 Years of What? It has now been 2 years since we opened the doors to Longevity Wealth. No congratulations are due, but instead admiration for those that paved the way for me to become a female financial planner and wealth manager. There are several brilliant minds who encouraged me to continue my quest to […]

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From the Desk Of Kelli…

Sometimes You Just Have to Get on The Floor! There are so many things I SHOULD be doing that I don’t. Every day I receive reminders of these through my different morning readings and if allowed could really drag me down and reinforce my negative self-talk. Today was no different but the reminder was my […]

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