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Dear Steve ,  

Thank you!

It’s that time of year when most of us stop running at breakneck speed (for a few minutes, at least), look around, and express gratitude for the most important and most valuable parts of our lives—our families, our companies, our friends and congregations, the people and our partners who make it all happen, and who make it all worthwhile.

We have been truly blessed with all those things, and we don’t take any of them for granted—not even for a second. From humble beginnings, our client list has grown immensely. Our goal from the start has been to provide people like you with fiduciary wealth-building advice and retirement strategies to help you live the life you want to live. We call it "optimizing your wealth", True Wealth, mostly the things more important than money. Whether it be sleep at night strategies  or aggressive growth, we have delivered effective solutions.

The feedback we’ve gotten from you tells us that we’re executing our mission and delivering tremendous value. Our clients are enjoying peace of mind during VUCA (see last newsletter) times. Of course, we could never have done it, and couldn’t keep doing it, without the efforts of so many people every month.

So we say again: Thank you—all of you!

We encourage you to take some time and reflect on the past year.

  • Who in your life helped push you and encouraged you to scale new heights of success (regardless of how you define that success -- a peaceful retirement, a growing company, etc.)?
  • Who in your life gave you tools and resources you needed in order to jump over the hurdles you faced as a family leader, business owner, a corporate executive, or a retired homemaker, and land squarely on your feet and keep running forward?
  • Who in your life loved and supported you and, as a result, helped you become a better family leader, friend, parent, brother, sister, executive, entrepreneur, etc.? A better person?

I'd like to share another tradition that has served me and others I know. Make a list this weekend after the big meal Thursday. Call those people before next year and thank them, personally and sincerely.

But don’t stop there. Next, express gratitude for your past. Think of someone who has positively impacted your life and whom you have never properly thanked. Write down what this person did for you and all the ways you are thankful to them for what they have meant to you over the years. Consider calling or visiting the person and telling them what you wrote in your gratitude letter. Obviously, your kind words will have a positive impact on the other person. But it’s also been shown that by verbally stating your gratitude to the person, you will greatly enhance your own feelings of well-being.

You already know our tradition, "Positive Focus". We do this frequently with friends, family, clients and business associates, and it feels great every time. Make sure to keep it all about them and not about you or your family or business.

If you can, go out immediately after reading this and get a flower or card for someone you love and give it to them, saying, “Just because I was thinking about you and what you mean to me.” You can also simply call someone you love—your spouse, a best friend, adult child, or grandchild—and tell them how happy you are that they’re in your life.

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Thank you for the opportunity to be of service. Wishing you only the best this Thanksgiving, what clearly for me is my favorite holiday.
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Contact Information 

Goldbloom Wealth Management, LLC 
Phone: (206) 528-2001
Fax: (206) 686- 3114

(Main Office) 
11808 Northup Way,
Suite 100
Bellevue, WA 98005

(By Appointment Only) 
451 SW 10th Street, 
Suite 105
Renton, WA 98057 

Happy Thanksgiving!
Best Always,
with Gratitude,
Steve Goldbloom