The end of the year is somehow rapidly approaching! Wanted to share a few highlights of the year and give you the opportunity toschedule your annual reviews now.
🎉 2026 Highlights 🎉
- It's still all about YOU: This year we have continued to invest in Technology, Events, and Relationships, all in an effort to make your experience with us here at LuxPlan as great as it can be. Our Mission remains: Bring clarity, confidence, and peace of mind to every family we serve
- The Market📈: It’s hard to talk about the highlights of 2026 without mentioning the market. Despite some bumps along the way, investors have had plenty to feel good about this year. We know down years will come, which is why we plan for them in advance, but it’s always nice to enjoy the good years when they arrive.
- Our first Client Appreciation Event was a blast! Thank you to all who came to celebrate with us. I'm still getting pictures from some of you showing me you're using the water bottles, and I love it! 🤣
⏳ Annual Reviews ⏳
📆 Each January through March, we set aside time for annual client reviews. These meetings give us a chance to revisit financial plans, update anything that has changed, review portfolios and progress, and make sure the strategy still reflects where each family is headed.
Current clients can schedule their annual review here.
https://calendly.com/luxplan/annual-review
🙏 A Moment Of Gratitude 🙏
I'm genuinely so grateful that I get to do what I do, but I'm more grateful for the group of people I get to do this with.
This year I've walked hand in hand with several of you through some trying times. To be invited in and trusted in those difficult moments means the world to me. I look forward to continuing to be a small part of your lives and helping you go live your goals and dreams for many years to come.
From our Family to Yours,
Wishing you all the best!
