On Wednesday of this week, an entrance into the office garnered Jen’s computer running a virtual visit along with Q&A’s on the Merger….with her taking notes on important updates and points..
Donald “The Brain” had just gotten off of a research call and was crossing the Teams Chat with a couple of updates and thoughts…
Early that morning on the way out to start a jog, a neighbor, fellow advisor and long time friend pulled up in his vehicle…. We both had to lower our volumes, he was listening to a financial podcast and I had one going via my cell on my Air Pods….
It is fun, lucky and very gratifying to have such enthusiasm and great experiences with what we are lucky enough to call “Work!” But that is not really the correct description….
Of course, it is not all puppy dogs and rainbows, but is most of the time! Thanks to you guys….
Today is a Friday …. Enjoy your day and your weekend…. Talk Next Week!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth