It seems that once Thanksgiving has passed, what remains of the year flashes by so quickly. December is always a busy month filled with holiday shopping, parties & gatherings, festively decorating our homes, listening to holiday music, wrapping presents and perhaps even baking our favorite Yuletide desserts. As many of you know, I absolutely love Christmas! But as the year-end approaches, I also want to pause and look back on the preceding months…with a focus on my personal and professional achievements. It’s my way of measuring my progress and my contributions towards improving the lives of others and the world around me.
As expressed in last month’s newsletter, I thoroughly enjoy my work as a financial planner. Working with each of you to create and monitor your financial plans, effectively manage your investment portfolios, and provide you with sound wealth management advice brings me enormous fulfillment. I hope that you have found working with me this year both a positive and productive experience. As part of my planning for next year, I look forward to continuing to keep you on track financially and as a fiduciary always act in your best interest.
Whether you traditionally observe Hanukkah or Christmas or celebrate the spirit of the season in a non-religious way…I send you my heartfelt holiday wishes and hopes for a prosperous New Year. I look forward to our continuing partnership in 2022!
Angela Dorsey is the founder and fiduciary financial advisor at Dorsey Wealth Management, a fee-only financial planning firm based in Torrance, California helping successful women and couples prepare for retirement. Angela earned a BS in computer science from Loyola Marymount University, an MBA from UCLA Anderson School of Management, and spent 20 years as a Senior Compensation Specialist in large corporations before becoming a Certified Financial Planner™ (CFP®) and a Registered Investment Advisor (RIA). That background gave her the tools to couple with her passion for empowering women to make the best financial decisions possible. Angela lives in Torrance, California, with her husband and two children. She enjoys spending time at the beach or surrounded by nature. To learn more about Angela, connect with her on LinkedIn.