In this edition of the Digest, we want to focus on you. We hope you know that we are always thinking about you – your family, your goals, your plan – and also about how we hope you feel when you think about our relationship. That last piece is something we talk about often as a team as we do our work for you.
With this in mind, we’re sharing a collection of resources that reflect the roots we seek to deepen with you, and how we hope that work feels along the way. This evergreen approach is designed to build a deep and meaningful relationship that continues to grow stronger over time as we move forward together.