Sample Newsletter: Financial Advisor
CLIENT: Sarah Mitchell, CFP®
INDUSTRY: Financial Planning
TONE: Warm and conversational
CLIENT SUBMITTED (everyday life story via bi-weekly form):
“Was at my daughter’s soccer game Saturday and watched parents on the
sidelines constantly checking their phones for market updates. One dad looked
visibly stressed every time he refreshed. Game ended and I doubt he saw a
single play.
NEWSLETTER WE CREATED
SUBJECT: The parent who missed the whole game
I was at my daughter’s soccer game this weekend.
Great game. Close score. Kids giving it everything they had.
And one dad on the sidelines never saw a minute of it.
He spent the entire hour refreshing his phone, checking market updates, visibly stressed with every swipe. His daughter scored a goal. He missed it. Game ended 3-2. He had no idea.
Here’s what I’ve learned after 15 years helping people manage their money: the goal isn’t to eliminate all risk or time the market perfectly. The goal is to build a plan solid enough that you can watch your kid’s soccer game without constantly checking your phone.
Because here’s the thing about market watching: it doesn’t change the outcome. Whether you check your portfolio once a day or fifty times a day, the result is the same. The only difference is how much of your life you spend anxious instead of present.
The best investors I work with have something in common—they trust their plan enough to live their lives. They know their asset allocation makes sense for their timeline. They know they’re diversified appropriately. They know they have enough cash on hand for emergencies.
And because they know these things, they can be fully present for the moments that actually matter.
If you’re constantly checking your portfolio, constantly stressed about daily market moves, that’s not a market problem. That’s a planning problem. It means something in your financial foundation isn’t giving you the confidence to step away.
A good financial plan should give you peace of mind, not anxiety. It should let you be present with your family, not glued to market tickers.
If you’re missing your kid’s soccer games—literally or figuratively—because you’re worried about your money, let’s talk. We can build something that lets you actually live your life.
Because twenty years from now, you won’t remember what the S&P 500 did on any given Saturday. But you’ll remember whether you were there for the moments that mattered.
—Sarah Mitchell, CFP®
Mitchell Financial Planning
(512) 555-0123
sarah@mitchellfinancial.com
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