After spending the better part of a week reaching out directly to each one of my clients, I’ve adapted well into my “new” office space. Most of my time is spent processing orders, researching portfolios, sitting in on market webinars and learning the ins/outs of our planning software. I told myself I was going to master our WealthLink planning software months ago and what better time than during a pandemic to do so.
Its not just all financial work though. Having both girls out of school, additional tasks include coming up with art projects, playing referee, and cooking fish sticks and tater tots with broccoli on the side for lunch. Melissa is working hard at Peacehealth St. Joseph Medical Center here in Bellingham and I have appreciated all of you reaching out to ask how she is doing. Healthcare professionals are definitely our modern-day Super Heroes.
Jodie has been busy in her home office, visiting with clients by phone and video conference. Her husband Bryan, a middle school teacher, has been starting to teach his students online while juggling homeschooling with their two boys. Jodie has been able to get out for “PE class” with Bryan and their boys almost daily. Beth has added a folding desk to her living room that has great view of Lake Whatcom. Her desk apparently has good proximity to the cold brew and kombucha in the nearby fridge. Travis having recently graduated from WWU, apparently only had to dust off his old studying desk and got right to work. His view is not as nice as Beth’s though, with a new apartment building going up directly out his new office window.
Speaking of adapting, with all your new found free time it might just be the perfect opportunity for you to take on that financial plan you’ve always wanted to setup. A good start is our WealthLink program provided complementary to our Waddell & Reed clients through Waddell & Reed. WealthLink lets you input your retirement assets to have them all in one place, accessible by any device. Use WealthLink for just your investments or use it for in-depth analysis of all your accounts, set monthly budgets, and see up-to-date account balances.
Learn more about WealthLink here :
If you’re looking at comprehensive planning, we specialize in developing personalized investment strategies, planning for retirement, and evaluating your risk management needs. Reach out to learn more.
LPL Financial is not affiliated with any other entities referenced. (03/20)