In my excitement to announce the Advyzon Lemon Aid from Lemons software upgrade on Monday … there was confusion!
This upgrade is totally on our end and will have no direct effect with you guys! We get better tools to serve you, but no changes to clients!
Annual Reminder
While we are talking shop, something we try to keep soft on Fridays…ESPECIALLY summer Fridays… you will receive an annual reminder of linked accounts to move to and from shortly…. if any are stale, let us know, as we can delete easily!
This hit the inbox this week and is what is looks like!
Happy Friday – Have a Super Start to Olympics Weekend – Talk Next Week!
John A. Kvale CFA, CFP
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
