Soesbe Financial
How time flies – welcome to our excellent interns, Jenny, Will and Julian! They’ve been doing terrific work , and getting first-hand experience in the areas of financial planning and taxes that will serve them all well in their careers. Find out more about these outstanding young professionals at our Meet The Team page.
Back to our current favorite off-site meeting place, Nevada City, CA. This time we again stayed downtown at Mary’s Place (such a calm oasis!), and had very productive meeting. The weather was gorgeous – cool during the evening and warm during the day.
For post-meeting celebration dinner, we tried a new restaurant, the Heartwood Annex a couple of blocks away on Commercial Street. Can recommend! Try their delicious traditional tan-tan ramen and house salad with creamy tahini 🙂
2023 is going to be an excellent year! Our Annual Strategic Planning Meeting is a chance to pause and examine where we’ve been and where we’re going. Thanks to the EOS structure, we were able to plow through all the complicated stuff (numbers and projections are harder than they look!), and chart our course for the rest of the year.
This year we went to “Mary’s Place”, a lovely private home hideaway in the heart of downtown Nevada City, literally just a few steps from the picturesque shops and excellent restaurants in town. We’ll be coming back to this location again!
Thank you to the Center for hosting the first “Financial Planning 101” seminar at their lovely headquarters in downtown Sacramento.
Susan gave a detailed overview of what the six areas of financial planning are, what they cover, and why everyone in this modern world should use good financial planning to help ensure their comfortable retirement.
A hearty welcome to our new Planning Assistant, Alexis Dunbar! In her senior year as an honors student at Sac State, Alexis is studying financial planning and plans to sit for her CFP exam this fall.
We’re very pleased that she’s chosen to start her career with Soesbe Financial and look forward to having her be part of our team and help SoeFin grow.
Our Fall Quarterly Meeting went very well and we accomplished all our tasks. We spent the day at one of our favorite team getaways, Madrone House at Nevada City. The fall foliage is coming in, and the mountains look gorgeous!
Looks like we’re meeting all our operational and revenue goals, and are on track for an excellent rest of the year. The EOS system is working out great for us, and making it possible for us to grow at a healthy pace, and our clients are pleased with the quality of service.
Our awesome former assistant Eric, who (much as he loved working at SoeFin) wanted a career with the State of California, diligently and successfully pursued this ambition and he reports that things are looking good for him at his new job. We’re very proud of him – go Eric!
Our new assistant, Alexis Dunbar, is fitting in nicely and growing into her role. We’re pleased to have her aboard!
Our awesome assistant/tax intern, Eric Nguyen, has finally landed his dream job with the State of California Franchise Tax Board! He’ll be joining the good guys and learning how to audit lobbyists to help keep corruption out of our government.
Although we will miss him, we wish Eric all the best in his new career. Go Eric!
What a great summer meeting this year! The team went to beautiful Nevada City, CA, for a couple of days and got to be tourists in the picturesque historical downtown area.
We spent a full, long but exciting day working through our agenda – calibrating projects, focusing goals, ironing out issues and setting direction for the next three and six month periods.
The views from our AirBnB were amazing!
This year we held our Spring Quarterly at the Villa Vista in Nevada City. We were able to be laser-focused and move purposefully through all the integral elements, resulting in a very productive meeting.
Afterwards, we enjoyed a lovely dinner in the cozy outdoor patio at One 11 restaurant downtown. The wonderfully skilled classical guitar player was a special treat 🙂
The Sacramento LGBT Community Center hosted our second annual seminar “Introduction to Lifetime and Legacy Charitable Giving and Tax Planning” at its lovely new headquarters building in Lavender Heights.
The presentation was very well received, and the Q&A portion was long and lively. A big thanks to Lanz Nalagan for all his hard work to ensure a great turnout!