Exciting news from Fidelis Wealth Advisors, Plus a Holiday Message!
We have ended 2018 on a high note, with Sam Tenney and Lorie Jones adding some major accomplishments to their resume.
• After spending over 400 hours studying, Lorie has passed the CFP® Examination and is now a Certified Financial Planner! While the exam is a big part of becoming certified, (and only 61% that take the test pass) there are additional requirements, including Education courses in each of the six financial planning core subject areas, three years of Experience working with clients, and adherence to the Standards of Conduct for Certified Financial Planners. With such a big goal realized, Lorie isn’t sure what she is going to do with all that free time she has now!
• Sam was awarded the 2018 Five Star Wealth Manager Award for the Denver Area! It’s a great honor, and he will be mentioned in 5280: The Denver Magazine and the Wall Street Journal with other outstanding Denver-area wealth managers.
Please join us in congratulating them both for these amazing accomplishments!
A holiday message from Sam
The holiday season and end of the year is upon us, and as we look forward to a new year I wanted to let you all know how much I appreciate our friendship and experiences together. I truly enjoy meeting with each of you one-on-one! It is such a pleasure learning from you, and working with you to understand your goals, desires, and dreams.
We all have unique situations and circumstances that make our lives challenging, exciting, and meaningful – sometimes all at the same time. It has been a relatively challenging year from an investment perspective, and we are looking forward to turning a fresh page in 2019.
We have many reasons to be optimistic about the future – personally, with our families, and as a country. We live in a world with unlimited opportunity; technology, science, education, and innovation have given us the ability to do more and become more. I believe that our happiness and fulfillment in life come by following certain principles including: hard work; being humble and teachable; actively planning and implementing our plan; and increasingly important today, listening to the still small voice within us to discern the agendas of others, and whether they are aligned with our own values.
Please consider these questions: What are your most important values? And what is the right path for you and your family to reach your goals?
As we start the new year, let us set ourselves on the right path and do the things that matter most to us! This will help weed out all the false, negative, or competing agendas we see, hear, and scroll through each day. And we are here to help you find that balance – at Fidelis Wealth Advisors, your agenda is our agenda.
May God bless you all this holiday season and Happy New Year!