Mid Summer Check-In

The MLB All-Star game is behind us, so the summer is half over.

This week, I received an email from one of my advisor clients, Chris Rawson, CFP?, CExP? son of Vision Based Planning, LLC .

The email stood out due to its simplicity and fantastic mid-year call-to-action.

He agreed to let me share it with you in this Note.?

Here is the message:

"Summer is officially in full swing! The perfect time to slow down a little and spend time doing the outdoor activities you enjoy. Whether you are vacationing or simply enjoying backyard barbeques—we hope you are having a great summer.

As we are halfway through the year, we just wanted to check in and see if you anticipate any big changes in the second half of the year, such as a new job, family situation, or large purchase that may influence your overall financial outlook.

Additionally, if you know of anyone who may benefit from a financial check-up or second opinion, we would be happy to set aside time for them. Please feel free to share their contact information with us through this?(xxx)?or pass along this email to share our contact information.?Take care."

It's timely and offers a clear call to action.?

Simple yet impactful.