Happy Boxing Day

A Boxing Day Gift for You

Today is not just Monday, it is Boxing Day!

Boxing Day started in 1800s England as a day for the rich to box up gifts for the poor. Since then, it has developed into a day to spend with family and friends watching football and eating turkey sandwiches while you box up all your Christmas goodies.

In the spirit of organization that is Boxing Day, you will be getting an invite from me via Elements, a Financial Monitoring app, today.

Over the past seven lucky years, we have fine-tuned our practice advisory model. The one area we are want to improve is your understanding of your personal financial situation, which can dramatically affect the advice we give you regarding your practice. We will use Elements as a tool to monitor your personal financial health and help you get a clear picture of your total net worth.

The first step in the process is gathering your data with the Elements mobile app. Please follow the link in the invitation email and get started connecting your personal accounts and inputting information. Once you have completed enrollment and data updates (or at least a majority), please find some time on my calendar during early January to review your personal financial health.

Enjoy your Boxing Day!

Click the Link Above to Download the Elements App to your Phone