Financial Planner 43551

Happy Friday!

In Retirement Thinking, Steward Articles, The Insider by Adam Cufr

As you’re reading this, we’re packing. While I’m on record as stating that moving is one of the worst pains you can inflict on yourself, I’m happy to add that once the process is over, it’s a great feeling to be in the right place, for the right reasons.

Fourth Dimension is moving to the office next door, literally. We’re swapping suites with our good friends at Chamberlain Law Group. The move is such a short one that we’re actually keeping the exact same address, which means we’re still going to be Suite B. The difference is: you’ll turn right when facing our current front door.

So, why the move? I’m glad you asked. Months ago, we were having a discussion about how technology is changing our business, and we began to rethink how we utilize physical space, in connection with available technology. As an example, at Fourth Dimension, we leverage as much paperless technology as possible, and our industry has become quite advanced in this area over the last few years. This has allowed us to sell most of our filing cabinets. Additionally, the new space allows us to install some new high-tech equipment that I think you’ll really appreciate. This will take our education-based process to a new level of interactivity and collaboration.

How we meet and communicate with the families we serve continues to be of critical importance to us. As an example, the fact that you’re reading this now means we’re using technology well enough to stay in close contact with you each week. It’s that spirit that drives us to consider what our face-to-face and distance meetings look like going forward. The new setup fosters even more focused discussions, whether you’re here in our office or spending the winter in Florida or Texas.

Once the move has been completed, and the dust settles, I think you’ll find the new office very comfortable and inviting. The focus continues to be on you, the families we serve: those who are seeking financial retirement to achieve enough, live fully, and help others do the same.

We look forward to welcoming you to the new office on your next visit. Until then, have a great weekend, and let us know if there’s anything we can do to help you.

All the best,

Adam Cufr Signature

Adam Cufr, RICP®