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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From the Desk of Kelli…

The work I do is hard! I am currently enrolled in a class and found the below information in the course content. It struck a chord as I often find it difficult to explain to prospective clients the risk posed in self-managing or poorly managing wealth during the “decumulation period”. Are you setting yourself up […]

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From the Desk of Kelli…

How I will be remembered…a reminder from Sidney I am probably going to weird some folks out with this note but here I go… When I began in the risk business of long-term care, at the age of 22, I would take the ferry over to Bremerton Washington to train with a gentleman who had […]

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From the Desk of Kelli…

What’s Behind Kelli’s Black Eye? So, you ask?  Well, on a recent weekend I fell at our beach home.  I’d like to tell you a great story, but I fell getting into the bathtub. It’s a 40-year-old home and although we are planning a big remodel, AND I thought a temporary fix to the bathtub […]

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From the Desk of Kelli…

Recent Event to Brainstorm, Share and Learn In Mid-September I attended a long-awaited event with Golden State. They are a fantastic company I chose to partner with in my future business endeavors. They are forward thinking and incredibly supportive. They are the behind-the-scenes folks that allow me to work hard for you, without many hiccups. […]

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From the Desk of Kelli…

The importance of a card, both receiving and giving Earlier this year, I wrote about cards and how much a simple note can mean to those isolated. I have had the incredible opportunity to work with individuals and families for over 30 years and truly understand the importance of connection throughout our lives. We can […]

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Evacuating for a Storm or Fire? Have These Documents Ready

From the Desk of Kelli…(by Chantal) After a personal experience of my own with an evacuation due to a nearby wildfire, I thought this would be a good reminder as we never know when a disaster can happen. Stay Safe! Chantal FAMILY AND LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. […]

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