2018 has been a great year here at The Table FP with these highlights:

#1:  For those of you who don’t know much about me, the biggest news of 2018 is that our family has finally settled in Fountain Hills, AZ after too many moves to count in our vagabond military lifestyle.  We’ve told our family and friends and clients to write the new address in ink!

#2:  The Table Financial Planning became a state registered business — TWICE!  Starting in 2019, Arizona will be the principal place of business for TTFP.

#3:  I am just a stone’s throw away from hitting my 6000 hour requirement for being a fully registered CFP® (Certified Financial Planner®) while still maintaining my credentials as an AFC® (Accredited Financial Counselor®).  I am glad my professional path led me to both designations as they are both important in offering an “exquisite client experience” — to steal a phrase from one of my mentors, Ellisa Buie.

Merry Christmas and Happy New Year to you all!

See you back here in 2019 as we continue our financial journey together!

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