Past Quarterly Updates : Monk Financial Strategies Group, Houston, TX

Past Quarterly Updates

2018, 3rd Quarter, New Beginnings

We consider ourselves very blessed to be in a business where every day is spent serving families and helping them simplify the complexities of managing their assets. Since the very beginning, we have been committed to taking care of our clients and their families by treating them as if it were our own family. We believed that if we remained focused on our clients and served their best interests the business and our clients would thrive – and it has. We have grown steadily and thoughtfully over the last decade, and in a way in which the impact to our clients was better service. Our growth has been largely attributed to client referrals - for that we are deeply appreciative.

Every year we focus on new initiatives to improve the client experience, further professionalize our services and invest in technology. This year we have completed multiple projects aimed at delivering more relevant and timely information to you. Over the next few months you will begin to see the results of these improvements, starting with this quarterly update. The update is intended to keep you informed of what is happening at Monk Financial Strategies Group and introduce topics of current interest. Over the next few weeks and months you can expect a newly designed and more dynamic website, along with the introduction of a new online Private Client Portal. We are excited about these changes and hope you like them.

As always, we thank you for your continued support and are honored to serve you and your family.

Brian P. Monk, Principal