As we mirror on 2024, we’re struck by how a lot can change in a yr – and what endures. By means of market swings and shifting headlines, we stay steadfast in our dedication to broaden what’s potential with cash and honor the belief our shoppers place in us. By means of all of it, our crew stayed centered on what issues most – serving to you align your cash together with your values and construct lasting monetary safety.
We’re pleased with the methods we’ve navigated the yr, notably how we’ve grown and developed as a agency. Your considerate suggestions and engagement have helped form our path ahead, resulting in significant enhancements in how we serve you and our broader neighborhood.
In 2024, collectively together with your assist, we achieved a number of significant milestones:
- The Abacus Wealth Companions Scholarship for Elevated Variety in Monetary Planning continued to assist aspiring monetary planners from underrepresented populations who demonstrated monetary want of their pursuit of CFP® certification.
- Our Professional Bono Monetary Planning initiative continued to help underserved communities with extra periods supplied throughout Pleasure Month, centering the LGBTQIA+ neighborhood.
- We maintained our annual dedication to the BLX internship program, supporting their mission to extend consciousness and entry to the monetary planning trade for systemically excluded communities and create alternatives, sources, and a neighborhood for aspiring monetary planners.
- Early in 2024, we revealed the Abacus Affect Report, providing transparency into how we uphold our values as an organization. This complete report outlines our present place, future instructions, and accountability measures. We encourage you to discover the report back to see how our collective efforts are creating change within the monetary trade.
At Abacus, relationships are on the core of every thing we do. Your belief in us and our crew drives us to push boundaries, ask “what if?”, and discover what considerate monetary planning can obtain. Whether or not we’re serving to you navigate profession adjustments, create a legacy for future generations, or align your cash together with your deepest values, these conversations remind us why we selected this path and why we love what we do.
As we flip towards 2025, we’re energized by the chances forward. Markets will proceed their everlasting dance, however our focus stays unchanged – serving to you construct monetary safety, whereas making a optimistic impression on the earth. We’re excited to proceed serving and rising alongside you, our cherished shoppers and neighborhood.
Wishing you and yours a peaceable vacation season and a brand new yr stuffed with goal and risk.
With honest gratitude,
The Abacus Wealth Companions Crew
The submit Reflections on 2024: Increasing What’s Potential appeared first on Abacus Wealth Companions.