We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community.
“Life is More than Money”
It’s easy to forget sometimes, but these opportunities give us a chance to push away from our desks and computers, and tune in to real life for a while. We love having this time to interact with one another. We aren’t all in the same office on a regular basis, so this face-time is really a chance for team-building.
It’s also a wonderful opportunity to talk with the families we are serving dinner to and remember the community we live and work in. Away from the office, we are reminded of why we do what we do — to help people in their everyday lives.
You can read more about our charity partners here.
Other articles filed under San Diego CFP Team Posts
September 14, 2020 - WorthPointe advisor Morgan Smith was recently featured on the podcast, Brilliantly Resilient, speaking on the topic of How to Be Financially Resilient in COVID-19 & More. In addition to discussing his recently published book, Generation Squeezed: A Holistic Guide to...
July 17, 2020 - Why does it seem like the investment markets rarely do what you want or expect them to do? It’s like walking a dog. Imagine someone walking a straight line down the sidewalk and hoping the dog will follow the same...
April 20, 2020 - “Wow.” When I pause, look out the window, and think about the current state of affairs, that’s the word that most easily slides off the tongue — and I know those of you I’ve spoken with recently share that sentiment....
October 15, 2019 - It’s always good to step back and get perspective. The stress and anxiety of our daily lives can often lead people to excessively focus on the wrong things, causing them to completely forget about the overall mission. My mission is...
September 20, 2019 - What dangers does the inverted yield curve pose to the stock market and what should you be doing with your investment portfolio? Read on and I’ll shed light on this issue. An inverted yield curve is a problem, right? Just...
- We Made Financial Advisor Magazine’s 2019 RIA List
- The Lightbulb Moment that led WorthPointe’s Founder To His Entrepreneurial Dream Life