Big Brothers Big Sisters of America’s Post

In celebration of New Year's Day, I wanted to share my 2024 vision board with you all! I predict my year will be full of family time, community support, vacations, and protecting the Good Neighbors of Carlyle. What's on your vision board? Share your top 3 aspirations in the comments below! #NewYearNewGoals #DanRosenStateFarm

We are thrilled to be celebrating our 5th Anniversary today. It has been a thoroughly enjoyable journey, even if a bit of a rollercoaster at times (specially with regards to financial markets). We have been successful in navigating our clients, as well as growing the business, through some unprecedented and turbulent times since setting up (what with COVID, US/ChinaTrade Wars, War in Europe, War in the Middle East, a Cost of Living crisis and normalisation of interest rates not to mention all the political upheaval globally thrown at us during the last five years). Keystone was set up with the principal objective of offering clients professional and impartial advice on structuring their wealth, with their interests at the core of everything that we do. Keystone combines some of the most valued qualities of Private Banks, Family Offices and Independent Financial Advisers, to offer our clients a truly bespoke wealth advisory experience. We know it isn’t easy making a decision as important as switching your financial adviser and we are deeply grateful to everyone who placed their trust in us over the last five years. We also acknowledge the huge support we have had from our carefully selected industry partners and professionals along the way.   Here’s to celebrating many more important landmark anniversaries with your continued support and also welcoming new clients to the Keystone family, who may wish to benefit from unbiased advice and a highly personal level of service. 🥂 #anniversary #celebrations #financialplanning #wealthmanagement #privatebanking

What will you present to retirees, top achievers, and departing board members this year? How about a gift that makes them an integral part of your company’s success story, depicted in a one-of-a-kind custom art montage? See more. https://lnkd.in/gACJiHSP #employeerecognition  #employeerecognitionprograms  #employeerecognitionawards #paintmystory

For this month's #MeetTheTeamMonday, we are featuring Gray Rudd, CFP®, Director of Wealth Management. We asked Gray a few "Get To Know Me" questions... check out his answers below! Q: What is your most fond memory of working with Pure Wealth Strategies? A: Watching the team grow. It’s energizing to bring new people on board, see them become excited about their role on this team, and watching them grow personally and professionally. Babies are born, people get married, kids graduate... it’s cool to grow with people you spend 40-hours/week with. Q: What are you most excited about in your life right now? A: I’m pumped to keep getting to know my kids’ personalities. It’s super fun how different every six months can be, and I love seeing their unique personalities develop. Q: Where do you most want to visit in the world? A: I wish there was just one place, that would almost be easier. My answer changes like a mood-swing, but today, Scotland. I’d love to visit whiskey distilleries and play golf while looking down a cliff lined fairway along the ocean (my ball will be in the rough, of course). Thanks for sharing, Gray! Get to know all of our team members a little more by visiting our website: http://spr.ly/6040gS5bw

Today is a good day.... the sun is out, the weekend is nearly here and more importantly its our 9th birthday! 🥂 🎂 As we look back over the past 9 years, we are filled with gratitude for the trust and support we've received from everyone involved in our journey. Here's to many more years of success, growth, and shared achievements! #smegrowth #commercialfinance #womeninbusiness #assetfinance #celebrate Caroline Black Jenna Forbes

As one of the personal case studies profiled in our The Fifth Trimester + Vivvi white paper, "The R.O.I. of Caregiving Benefits" PwC's brilliant Well-being Leader and Managing Director DeAnne Aussem, NBC-HWC, PCC, CHIC shared her story so we could show the impact she's made growing her family and her career at PwC simultaneously. I love a woman who loves numbers. Check these out: 22: number of years at PwC 75,000: employees globally who are reached by the well-being programs she's helped develop 4: different fertility benefits she and her wife used to conceive/adopt their two kids 14%: increase in self-identified LGBTQ+ representation at the firm just in the last year! Every one of those stats (and more) has calculable R.O.I. (and is also just, ya know, wonderful). So proud to get to feature you, DeAnne!

If you always spend less than you make, you'll always have surplus. Whether you make $15/hour, $100k a year, or $1M a month. The opposite is true too, unfortunately. If you spend more than you make, you'll never have enough. It's a basic financial concept, but I like how it applies to our everyday life. If you're always grateful for what you have, you'll never need that new thing. Doesn't mean you can't get it, but just that it's an extra cherry on top. I recently went through this as the 49ers lost the super bowl and I found myself grateful for my family. Had they won, I'd have a happy family and be an overzealous fan. But this year, I just have the first thing. And I'm grateful. So next time you find yourself thinking "I wish I had that", look at what you DO have, and be grateful.

🌟 Unlocking the Future: Passing the Torch to Non-Family Leaders in Family-Owned Businesses 🌟 In the captivating world of family-owned businesses, the ultimate aspiration is to see the legacy thrive through the hands of the next generation. 👨👩👧👦✨ Yet, it's vital to recognize that sometimes, the optimal choice might just be a non-family successor. 💼🤝 Join us as we delve into key considerations for a seamless transition that ensures your business's enduring success. 🚀📈💪

Today marks a special milestone as we celebrate 7 years of your incredible journey with us. Your hard work, dedication, and passion for what you do have made a lasting impact on our team and the company. #HappyAnniversary #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle

As a true Seattleite, I think I have to make this post. Today marks a bittersweet moment for us Seattle Seahawks fans as we bid farewell to the legendary Pete Carroll. The journey as a fan has been nothing short of incredible, and while we look ahead to a promising future, let's embrace the wisdom imparted by "Papa Pete." Here's what financial advisors can glean from Carroll's tenure as coach of the Seahawks: Embrace the power of self-discovery: As financial advisors, we understand the significance of sticking to a plan to guide our clients toward their financial goals. However, inspired by Pete Carroll's emphasis on self-discovery, let's delve deeper. Are we investing the time to help our clients define their goals? Especially for those entering without a clear vision, guiding them through a thorough discovery process can unveil their true aspirations. Simplicity with excellence: Reflecting on earlier days with the team, Carroll noted, "we weren't complicated, we just did what we did really well." This sentiment can resonate in the world of financial planning and investment management. We, as planners, face the challenge of simplifying the complex for our clients. By focusing on executing simple yet effective strategies, we empower our clients to navigate their financial plans with confidence. Competing to help each other be great: Carroll's philosophy echoes the abundance mindset. There's ample room for all of us in the financial advisory landscape, and lifting each other up fosters a thriving community. By embracing a collaborative spirit, we contribute to an industry culture where success is not a zero-sum game. Always have a five-year plan: This timeless advice is equally applicable in life and finances. Striking a balance between living for today and planning for the future ensures a resilient and sustainable financial journey, spanning not just tomorrow but the many tomorrows that follow. As we celebrate Pete's legacy as our coach, let's integrate these principles into our roles as financial advisors, creating a playbook that champions self-discovery, simplicity, collaboration, and strategic foresight for our client's financial success. #financialplanning #seahawks #seattle