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Women & Wealth
Retirement
Transferring Wealth
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February Newsletter
NAME CHANGE
Our name has changed to Wordhouse Wealth Coaching. Many financial institutions, such as credit unions and mortgage brokers have changed their names to “financial”. To distinguish ourselves from them we decided to have our name say exactly what we do! There is quite a difference between wealth coaching, which focuses on relationships, and financial planning, which focuses on money. Using the MATRIX Wealth Coaching curriculum, our clients are much more “at peace” with their estate and wealth issues, and also investment portfolios.
ANNUAL APPOINTMENTS
Please bring your completed income taxes. We scan them into your file. Pre-retirees, when Lynn sets up your appointment, she also needs your updated Social Security, MIP, and Retirement plan information, in order to update your Retirement Cash Flow analysis for your appointment. If you do not have the information, please ask her how to obtain it, so we can go over the analysis during your appointment.
VIRTUAL & PAPERLESS
We have begun our transition to becoming a virtual and paperless company. We hope to have this completed by the time our building is sold. If you have any questions about this process, please email Lynn . She and Maria are in charge of the transition and are scanning your files into the software. Make sure we always have your most updated email information. Ours is typically at the bottom of our newsletters.
NEW RESPONSIBILITIES
Lynn Lentz - Business Manager (Appointments & Client Services)
Joyce Kurtz - Administrative Assistant (Client Relations)
Maria Kuitula - Administrative Assistant (Data Input)
Diana Jenkins - Wealth Coach & Investment Advisor
Phyllis J. Wordhouse - Wealth Coach & Investment Advisor
NO, NO, NO
Jerry and I are continually receiving offers to sell our Inland investments. Our answer remains, NO, NO, NO!! All of the Inland programs are doing VERY WELL and that is why they want to take them from us. Toss the offers! If you have one moment’s hesitation, please call our office to get our confirmation.
CONGRATULATIONS TO LYNN & MICHAEL LENTZ!
Their wedding date is Friday, February 20. We wish them God’s blessings and best wishes for a wonderful marriage. Lynn will be returning from her honeymoon on March 1. Feel free to send her an email with your congratulations!
QUARTERLY WEALTH COACHING CLASSES
Wealth Coaching classes will be held quarterly, in order for you to have a smooth flow from one topic to the next, as each class builds on the previous one. Please call Lynn , after March 1, to make sure you have your quarterly 2004 dates all on our appointment calendar.
NEW PHONE NUMBER
We have a new phone number and you are welcome to immediately start calling it: (734) 459-1819. This is the number we will keep after we move and no longer have our current numbers. We still have the (734) 844-5555 number for use until then.
FREE WOMEN’S CLASS
Do you know any women investors who are on information overload and frustrated because they are not consistently getting above market rates of return, don’t know the real costs they are paying for their investments, or don’t know exactly what they are doing in their portfolio, or why? If so, please invite them to our March 30 FREE Woman’s class, held at the Plymouth Dunning Hough Public Library, 223 S. Main St , at 7-8 PM . They need to hear THE TRUTH about their investments. No reservations required, so come early. We expect our clients to refer at least two clients per year to us, and this is the easiest way to do it! Come and bring two friends. Men are welcome, however the talk will focus on women. FYI: There are great restaurants in downtown Plymouth , all within walking distance of the Library. Think: GIRL’S NIGHT OUT!! See attached announcement.
We plan to do this class also in the Grand Rapids/Allendale area. Please email your contact information to Joyce, Phyllis’ local Administrative Assistant. She will get your information to Maria, who is Phyllis’ Grand Rapids Administrative Assistant. Yes, we prefer emails. However, if you don’t have a computer, then call Joyce.
We were called to be witnesses, not lawyers or judges.
Be our Valentine!
Lynn, Joyce, Diana, Amanda & Phyllis
Wordhouse Wealth Coaching ♦ 42680 Ford Road , Canton , MI 48187
Phone: (734) 844-5555 ♦ Fax: (734) 844-7075
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