September Goal Check

While my friends in other parts of the country are looking forward to cooler temperatures, we are hoping this is the last of the summer temps/humidity slog. School is in full swing, football is back, and we are on the other side of 2025 headed toward the end of the year.

There’s something comforting about being back in a routine. Summer is relaxed, with schedules ebbing and flowing around travel and kids being out of school. Not to mention the August sports drought— when even F1 takes a break!

At GrandView, September and October are busy months for end-of year planning. As a team, we take a couple of days out of the office to look at where we are at the Q3 point and start mapping out the coming year.

This is also a great time for you to check in on your own goals for 2025. Maybe we set them together earlier this year—working on that PFO, cleaning out a room, updating wills and estate documents, hitting a savings target, or tackling an expense goal. Whatever it is, how much progress have you made? What’s still realistic for the rest of the year? We’ve got three and a half months to make something happen!
As we plan for next year, we’d love your input. Is there a lunch-and learn or a topic you’d like us to dig into? In the meantime, we’ve got several things coming up—October is National Financial Planning Month (and our annual Socktober drive), November brings our annual Shred Day, and before we know it, the holidays will be here.

We’re excited to finish the year strong with you—let’s make these next few months count.