Derek: Hello everyone. My name is Derek Moffett. I'm the founder and president of Moffett Financial Strategies [music] and I just wanted to take a minute to welcome you to the firm and welcome Bonnie to the firm. We're so excited to have you and honored that you would entrust us with your [music] finances and your life.

Bonnie: Thank you, Derek. Thank all of you for your willingness to trust me and to work with me going forward. [music] What you can expect next is a communication from us in which you'll have a link to schedule your [music] onboarding meeting. And in that onboarding meeting, we will cover a toz of your situation uh from account administration, [music] uh financial planning, your your customized portfolio, um all the way through [music] estate planning. Um and so we'll send that out to you here shortly and then at that point we'll wrap everything up and [music] be able to move forward from there.

Derek: Bonnie, we are excited to have you. And just so that you know, [music] we really believe that this your life is more than your money. It's about everything in your life. That money represents [music] what's important to you. Your goals, your family, your your legacy, your charities, your giving. And we just [music] want to help you live the life you want to live. And again, we thank you for the opportunity to serve you. And we look forward to meeting you in person.