Settling in and Final Send Off
I had this strong hankering to send one last note to let my awesome supporters know that I am still available to provide financial planning, just in a more sales related role meaning yes, I will be selling investments. Many times, the lack of being able to implement planning recommendations felt like a bit of a gap. I deep down feel that everyone I've worked with have become friends, and it's been bugging me to just say goodbye without letting you formally know that I'd love to continue working together, if you are so inclined.
I'm 2 months into my new role and have been thinking an awful lot about my wonderful A la Carte Financial supporters. The work I did as an advice-only financial planner was incredibly meaningful to me and I am so grateful that my new role will allow me to continue providing financial plans, customized just the way I like them.
Now I will be able to make many of those recommendations come to life, and those that have worked with me know that I will 100% always put your financial health at the forefront of all planning recommendations. I do have mixed feelings about reaching out, but wanted those who are interested to know that I am still planning and ready to get cracking! Otherwise, I will be putting all A la Carte Financial contact information to rest at the end of this year, and thank each and every one of you again from the bottom of my heart.
Wishing you all a wonderful holiday season, and I do hope to keep in touch in whatever capacity you are comfortable with.
If you would like to continue to work together in my new space, here's where you can find me.
Sunny Wishart, CFP®
Financial Planner
c:647-918-8611
Scotiabank
309 Dundas St. W.
Whitby, Ont.
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