Welcome to 2021! We are still working hard to keep up with Covid safe standards and you all are staying healthy and safe during these uncertain We are here for you, working hard for your finances and doing our best to stay healthy. We hope you enjoy our updates! Look for our quarterly Triangle Times in the future. Want to stay in the loop more often? Follow us on Facebook, LinkedIn or Website to find current updated resources and stories.
Triangle’s Action Plan for COVID-19
With the outbreak becoming more manageable, our Triangle team is taking safety precautions to adjust to the new normal. One of our team members will be in the office from 9 am to 4 pm Monday through Friday. While we are in office, we are taking safety precautions such as washing our hands and using hand sanitizer, wearing masks, and using a plexiglass window at our front desk. We ask that you stay home if you are ill or symptomatic; we are more than happy to have your meeting over the phone, or to reschedule your meeting for when you are feeling better. We are mainly offering virtual meetings, but do offer a limited number of socially distanced, in person meetings to help keep up our staff and clients safe.
Triangle’s Plan of Action:
- We have at least one staff member in office Monday through Friday, 9 am to 4 pm.
- All appointments with Kendra & Lindsey are now virtual preferred. We have limited availability to meet in person.
- Our staff members are keeping their hands washed, wearing masks, and are continuously doing their part to keep their workstations and the office clean.
- If you have something you’d like to drop off to our office, please give us a call to schedule an appointment.
As always, please look for emails, follow us on Facebook and check our website to stay posted on what we are doing. We wish you wellness, and we are here for you.
The Peaceful Planner
Kendra sat down with our client resource management website, Redtail to interview as one of their advisor hero’s. Here, Kendra talks about where she started out at, and follows her courageous journey along the way.
2020: A Story of Plans Re-Written
As 2020 closes on one of the most transformative years for our country, can we agree that not much as gone as any of us planned? For just about everyone, life and any intentions we may have had for the year to this point have been altered in one way or another.
The required age for taking your RMD has changed! This article covers the SECURE Act, which explains the new Required Minimum Distribution guidelines.
We have upped our online booking system to Calendly.com! Here, you will be able to easily select your appointment type which available time works the best for you, and include any additional notes. We believe that Calendly will provide an easier way to book online, and hope you will find the experience to be efficient. We will be rolling Calendly out on February 1st, and will post on our Facebook page and website when the link is officially up and ready to use!
Triangle Goal Setting for a New Year!
lFor 2021, the Triangle team decided that we were going to work towards achieving our goals. In doing so, we began this journey by working with Powersheets and setting up our goal planners. The Powersheets Cultivate planner helps guide us to uncover what goals that matter, make an action plan, and then live it out with confidence. One thing that our goal planners help us define is our “word” of the year. Let’s see what our Triangle team members chose as their word, and what that word means to them…
My 2021 word is Cultivate. This is a focus on tending to processes to consistently deliver on outstanding customer service and be in a position to grow.
My 2021 word is Bloom. This is a focus to nurture, grow and tend to various relationships in my life into something beautiful. I also feel bloom allows for the ups, downs, and setbacks one might experience during this process.
My 2021 word is Powerful. This is a focus towards my inner strength. This word helps me to keep going, through all of the busy days of being a mom and a full-time student, as well as giving me the confidence to succeed in my work and daily life.
My 2021 word is Grow. This is a focus on self-expansion. This word reminds me that I should not expect perfection, and that as long as I am growing and learning, I am on the right track. This is applicable to all areas of my life.
If you are interested in looking into a Powersheets planner, we have included their website link here!
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