Happy Holidays, this year has been a year to remember and appreciate what we are all able to adjust to. I wanted to take a moment before we wrap up this year to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but I believe there is still cause to celebrate.
Look For The Good
Most of us are probably glad to see this year go, but hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. Were you able to cut your commute out of the equation and have more time to spend with your family? Did you reconnect with friends virtually? Did you start new traditions and make unexpected memories? Life is challenging right now, but reflect on all that this year has brought and go into 2021 focusing on the good things that have come from every victory and trial.
It can be hard to look forward to a new year with so much uncertainty still on the horizon. Let’s just say that new year’s resolutions will likely look very different this year! Regardless, think about what you want 2021 to hold for you. The end of the year is an opportune time to adjust your goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries, get some well-deserved rest, and develop a vision for the coming year that isn’t based on external circumstances.
Thank You For A Wonderful Year!
Everything I do and achieve in my role is all due to you. Your loyalty brings new clients to my door, and your trust helps me build strong relationships that last a lifetime. I hope that in serving you I have provided your family comfort in knowing I am here to help whenever you have questions or concerns. I understand that life changes can happen at any moment, and I want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, I’m here for you.
As we prepare to enter a new year, I look forward to continuing to help you achieve your financial goals in 2021. Here’s wishing you joy and laughter during the holiday season and a happy new year!
To check in on your financial plan before the end of the year and make sure your finances are prepared for 2021, don’t hesitate to reach out to me at firstname.lastname@example.org or give me a call at 916-276-8677. From my family to yours, I wish you a Merry Christmas and a Happy New Year!
James Callens is a financial advisor at GLH&C Financial Services, a full-service, comprehensive wealth management firm. Jim has over 30 years of experience in the financial industry and uses his extensive resources, knowledge, and experience to help his clients experience simplicity and clarity in their financial life. Jim spent over 20 years working for GE Financial Advisors, both in their insurance services department and as a regional manager and financial advisor. He took part in GE’s Six Sigma Quality Training program and completed the National Association of Life Underwriter’s four-year LUTCF course. Jim also earned his certificate in financial planning from the University of California at Davis. In 2011, Jim combined his own firm, Callens Financial Group, with GLH Financial Services, creating GLH&C Financial Services, so he could provide even more value to his clients.
Jim is a member of the Financial Planning Association of Northern California and National Association of International & Financial Advisors (NAIFA). He has served as a board member of several nonprofit organizations and has been involved in Cub Scouts leadership and youth sports coaching. Jim lives in Folsom, CA, with his wife, Melissa, and his four children, Jacob, Kristen, Grant, and Andrew. Together, they enjoy outdoor activities such as kayaking, bicycling, and vacationing at Lake Tahoe. To learn more about Jim, connect with him on LinkedIn.