If there’s ever a time when we need to stop and take stock of all that we have to be grateful for, it’s now. Many of us said goodbye to 2020 and started the new year with hope and crossed our fingers for a turnaround. But even though 2021 has brought its own set of challenges, both globally and personally, we still have so much to give thanks for.
If you ask people what’s most important to them, they’ll likely say family or friendships or health. But all too often we let the busyness of life get in the way of the valuable things that make life fulfilling. Personally, I’m thankful for the opportunities this past year has brought to shift my priorities, see from a different perspective, invest in what matters, and experience the joy that comes from living an intentional life. This has led to growing friendships, stronger family relationships, and too many memories to count!
This will always be on my gratitude list, but this year has brought a new level of appreciation for my health. When we are in good health, it’s easy to take it for granted. But our health is what allows us to live a high-quality life and gives us the ability to give our time and energy to others and our many and varied passions. Let’s take this time to appreciate it each and every day!
The Opportunity to Serve You
For me, one of the most important parts of my life is joining you on your journey and serving you as you pursue your goals. It is truly my joy to celebrate with you when you reach a milestone and support you when life gets shaky. As I reflect on all we’re grateful for this year, I want to make sure to thank you, my clients, for trusting me to guide you in your financial life. I look forward to investing in you and your family in the future!
I hope that your Thanksgiving leaves you refreshed and ready to look forward with hope. Through it all, I am here for you and your family, just a phone call away. Email me at email@example.com or give me a call at 916-276-8677 with your questions, concerns, or just to touch base before the end of the 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 and knowledge to help his clients experience simplicity and clarity in their financial lives. Jim spent more than 20 years working for GE Financial Advisors, both in its 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 for several nonprofit organizations and has been involved in Cub Scouts leadership and youth sports coaching. Jim lives in Folsom, California, with his wife, Melissa, and his four children, Jacob, Kristen, Grant, and Andrew. Together, they enjoy outdoor activities like kayaking, bicycling, and vacationing at Lake Tahoe. To learn more about Jim, connect with him on LinkedIn.