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Team Updates
Financial Focus
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Dear friends and colleagues,
 
I hope you are having a great summer! Just about everyone I know looks forward to these warm, breezy days of the year. What summer activities do you most enjoy?
 
Jamye, Katie, and I spent a relaxing week at the beach in June and just returned from a trip to Yellowstone National Park.  Anne was in Austin, Texas for her niece’s graduation and will spend a week in Charlestown, Rhode Island at the end of the summer.
 
We hope you are able to take some time away from your normal routines this summer as well.
  
The goal of this e-newsletter is to provide you with information that will benefit you and your family in making educated financial choices. If you would prefer to not receive the e-newsletter, please feel free to click on the unsubscribe link below.
 
Best regards,
 

 
 
 
 
Al Davis , CFP®
 
Team Updates
Congratulations to Anne McFarland on earning her CERTIFIED FINANCIAL PLANNER TM designation in June!  Anne has started to work with some of our clients as a lead planner and will continue to grow in this capacity over the next several months.
 
In June, we welcomed Zerina Razic as a summer intern. She has one remaining semester at Western Kentucky University before she embarks on her career as a financial planner. She has been instrumental in helping with preparing for client meetings. Good luck and best wishes in all your endeavors!
Financial Focus
 
Check out the latest issue of Financial Focus, a publication of the Alliance of Comprehensive Planners (ACP), a community of fee-only financial planners who believe clients are more than numbers. Davis Financial Planning is a proud member of ACP.
 

 
Highlights of this issue include:
 
 
Personal and Financial Planning ... For your Vacation
 
The Ocean is Calm Today
 
Tips for Good Financial Fitness in College
 
Rich Kids Poor Kids Part 2
 
 
 
 
Read the current issue of Financial Focus.
 
 
Al S. Davis, CFP®, has over 10 years of experience in the financial services industry and is the owner of Davis Financial Planning. Al is a fee-only financial advisor providing comprehensive holistic tax and financial planning services to clients in several states including North Carolina, Tennessee, South Carolina and California. Regardless of how much money you have, you have financial concerns - we can help.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
(828) 398-5050 | One Oak Plaza Suite 105, Asheville, NC 28801
Davis Financial Planning  •  One Oak Plaza, Suite 105  •  Asheville, NC 28801
http://www.adavisfinancial.com
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