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Welcoming Spring and New Client Events


Longmont and Boulder Financial Planner

Wondering if you are like us…ready to come out of the ‘deep-freeze’ and enjoy the sunshine and outdoors! It’s been so good to talk with and check-in with so many of you the past few months and I’m excited to see how those of you I haven’t spoken with recently are doing.


We have continued working hard at HFC over the winter and are developing some programs I’m launching over the next months and year. We have begun our ‘in-home’ Client-Dinner events where we cater a gourmet meal for you and a couple of your friends. It is an evening meant to honor you, our client, meet some good people, share a 20-minute informational presentation followed by a wonderful meal prepared, served and cleaned-up by a local chef! If this is something you’d like to be a part of with a few of your friends, don’t be shy and let me know!



The pics this month are so fun! Asher was able to play a shortened Middle-school basketball season, they did so great and learned a lot about basketball. The other pic of Asher is him in a really awesome sportscar that one of my friends has! He spent one Sunday morning with our friend at a NOCO car rally, Asher LOVED it! The pic with both Asher and Portia is my favorite. During the February snowstorm there was enough snow that we were able to get the sleds out and pull them behind the ATV! I promised Portia that there will be a couple pics of her in the next edition!


I look forward to talking with you soon. Thanks much for your continued relationship; each year I have more and more gratitude for you our client – You are appreciated. Several clients have introduced me to a friend or colleague this Winter, special thanks!

God Bless & have a great start to Spring!

Josh Proverbs 16:9

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