Soon We’ll be a Family of 4!!
By: Allie Schmidt, Financial Advisor, CFP®, CPA
I thought the Touchstone Spotlight right after Mother’s Day was a wonderful opportunity to announce our news–I’m so excited to let you all know that I’m pregnant with our 2nd little one, coming early September 2019. We’re looking forward to meeting our little peanut! We have a 2.5 year old daughter, Wesley, who is excited for her promotion to big sister and is currently practicing using her soft voice and gentle pets with our dog Bailey. Despite the sleepless nights ahead, Stacy and I couldn’t be more thrilled to welcome baby #2 into our world!
I certainly wanted to share our wonderful news with our clients and friends, but also wanted to let you know from a business standpoint how things will be handled. Our number one priority at HD Wealth Strategies is creating an unparalleled experience for you and your family (if you don’t know what I’m talking about…check out Steve’s “Failing at the Experience” blog post). As part of maintaining that high level experience, we have built our team to be well-equipped and prepared to handle anything that will be needed while I’m out. I feel so fortunate to be surrounded by this incredible team every day.
Steve, in addition to being my business partner, is an incredibly supportive friend, and we have been planning for my absence for months to make sure we don’t miss a beat. Starting back in January of this year, we moved all of our 2019 client strategic update meetings up to be completed in the first 8 months of this year. As a part of the experience, we prioritize meeting with clients as a team, whenever possible, and have structured our schedule to make sure to have those meetings as usual, just a little earlier in the year. If things do come up when I’m out, I encourage you to reach out to Steve. As a part of our process, we are both involved with every client we serve, even if you don’t directly deal with Steve or me, we are both well acquainted and familiar with your personal financial planning and investment goals. My plan is to work until the baby joins us, but then will take time off to be with family and recover and get adjusted. I plan to be back full-time in the office after the winter holidays, but you’ll certainly see me in and out and catching up before then.
We are confident that this will be a seamless couple of months for our clients, and we’ll be back full force in the new year. We truly appreciate and value the opportunity to work with you and your family, please let us know if you have any questions or concerns.
