*by Kevin Slater, CEO, Lead Advisor, CFP®*

One of our goals is to make your life better by reducing the sources of irritation in your life—especially as they relate to your finances. Unfortunately, we are in the midst of a project that might create some annoyance! We are replacing a 20+-year-old software program that holds an enormous amount of information. While the replacement will enable us to work more effectively, there is an unavoidable period of learning the new system.

It feels like a kitchen remodel we did some years ago. We spent lots of time designing the new kitchen and love the end results. Despite all of our scheming, it took weeks before we knew exactly which cupboard or drawer held what. We even “rediscovered” a few things we forgot we even owned! I still am not sure where all of the colanders are. I suspect we may have a similar experience with our software transition.

Austin Boyce has been leading this project for months. He and his team are working with decades of data and workflows. In converting the data over, they have found some outdated information popping up. I am sure we will have more surprises along the way.

We go live in May. We want to get it right and may need your assistance to confirm something we already know or to alert us if something strange gets generated. Thank you for your patience!