Navigating Technology Together - 2026
The Power of YOU - 2025
This year, we celebrate The Power of You by exploring diverse ideas and strategies for personal growth and self-improvement. Join us on a transformative journey to unlock your potential, enhance your skills, and achieve your goals. Discover how small changes can lead to big impacts in your professional and personal life. Each month will have a unique focus.
January- Laughter
February- Sleep
March- Family Time
April- Exercise
May- Mindfulness
June- Learning
July- Hobbies/Recreation
August- Time with Friends
September- Career Goals
October- Gratitude
November- Food
December- Volunteering/Community Service
Making a Difference - 2024
This year we are highlighting how we can make a large impact by making a difference in other's lives. Each month we did a spotlight on a different way to make a difference. Make sure you are following along on social media to see what our most recent spotlight is!
January - Polar Plunge for Wisconsin Special Olympics
February - Pancakes for Roger
March - Everyone can play
April - Hannah Center
May - College Savings/Client Spotlights
June - Highgrounds Veterans Memorial
July/August - Financial Clarity History, celebrating 50 years!!
September - Jeremiah's Crossing
October - Breast Cancer awareness/Make-A-Wish
November - Blooming Grace
December - Salvation Army
Defy Your Age - 2023
This year are goal is to inspire and empower individuals to challenge age-related stereotypes and limitations, encouraging them to embrace a proactive approach to aging. Examples of this include:
Becoming an entrepreneur in your 20s.
Traveling the country by van in your 30s.
Running a marathon in your later years in life.
We would love to hear about any adventures you take that help defy your age. We hope this inspires our clients and others around us to take control of their aging process and continue living their best life!
Bucket List - 2022
This year we asked our clients to write down something on their bucket list. A bucket list can help guide and focus goals, making it a more meaningful and memorable experience. Examples given to us include:
Spend more time with family
Travel outside of the country
Complete ongoing home projects
A bucket list should reflect an individual's passions and interests. We hope that everyone completed their bucket list item during the year and can begin with a new item each year.
Gratitude - 2021
This theme focused on cultivating appreciation and thankfulness for the people, experiences, and blessings in our lives. We asked our clients to send a picture of them with their loved ones so we could add it to our gratitude board.
We hope this fostered a mindset of appreciation and thankfulness in daily life. Gratitude can be found in both big and small moments and allows us to spread kindess and appreciation to others.
Delivering WOW - 2020
We have a continuous goal of helping our clients make their dreams a reality. Our goal for this theme was providing exceptional support and satisfaction to our clients by going above and beyond.
This year was focused on demonstrating our commitment to our clients by providing exceptional service or support that goes beyond what is typically expected or required.
Getting Our Clients Organized - 2019
Becoming organized can help you lead a more productive, efficient, and fulfilling life by providing structure, reducing stress, and improving your ability to achieve your goals.
This year we encouraged our clients to organize their essential accounts as well as update their estate planning. As a tool to help with the organization we created Legacy Footprint, which is a filing system for all important documents.