Wrapping Up 2024: Reflecting and Announcing Exciting News for 2025!
As 2024 comes to a close, it’s the perfect time to reflect on milestones, celebrate achievements, and set intentions for the year ahead. I want to take a moment to share some exciting updates, celebrate the work we’ve done together, and highlight what’s in store for 2025.
2️⃣ 4️⃣ Reflecting on 2024
This year, we had the honor of helping clients navigate meaningful financial milestones, including:
Buying and selling homes
Managing equity compensation
Safeguarding against risks with insurance coverage
Growing businesses
Funding education and college expenses
Managing inheritances
Changing jobs and embracing new opportunities
And much more!
Every milestone brings unique complexities and opportunities, and it’s been a privilege to help you plan and prepare for the future.
2️⃣ 5️⃣ Looking Ahead: Announcing an Exciting Partnership!
We’re thrilled to announce our new partnership with SMB Financial Strategies, led by Sarin Barsoumian, CFP,® CRPC®. I’ve known Sarin for decades, and our aligned skills, values, and vision create an all-female power team dedicated to serving your financial needs.
The Green Bee Advisory and SMB Financial Strategies partnership (both of which are independent LPL Financial firms) is an unprecedented all-female sophisticated wealth and tax planning boutique.
Together, we offer a refreshing and holistic approach to wealth and tax management—one that makes every client feel valued, respected, and empowered.
As a woman who started her career on Wall Street, I can say that having a team of amazingly talented women to provide exceptional service to our clients of all genders, is truly an outlier in the mostly-older-male industry.
And please note, although we’ve partnered, we have not yet ‘rebranded’ – so you will see both logos and emails for the coming months.
We’re committed to building a multi-generational team to provide stability and continuity for your financial journey. As part of this, I’m delighted to introduce our team:
Catherine Valega, CFP®, Enrolled Agent, cvalega@greenbeeadvisory.com and catherine.m.valega@lpl.com
Sarin Barsoumian, CFP®, CRPC®, sarin.barsoumian@lpl.com
Liana Bekelian, Servicing Advisor, liana.bekelian@lpl.com
Kimberly Rudge, Client Service Associate, kimberly.rudge@lpl.com
To help you understand how we can best support you, we’ve attached a sheet outlining our roles and responsibilities and who to contact when.
🤔 Who to Contact:
🫅🏽Bespoke Wealth and Tax Management Boutique
While many ‘advisors’ offer only investment management, our comprehensive wealth and tax management services include:
Investing assets in a tax-efficient, diversified manner
Exploring client attitudes values and money stories
Creating a savings and investing plan for financial goals
Saving for retirement, accumulation phase
Creating income in retirement, distribution phase
Ensuring adequate risk management (life, disability, long-term care, liability insurance)
Generational wealth and gifting strategies
Identifying tax reduction opportunities
Communicating important tax, estate, and legal updates
Working closely with your business, legal and accounting advisors on your behalf
And many, many more.
📍Please note our new contact info & address
For our clients outside of Boston - we remain available for phone and zoom meetings. For those near Boston, our new address is:
1 Garfield Circle, Unit 2 Burlington, MA 01803
Phone: 781-863-8500
Text: 781-362-4623 (if this is the first time we’re connecting via text, compliance requires that you ‘accept’ the initial communication).
We have an exciting new offering:
Tax Strategy & Tax Preparation
To better support your tax needs, I’m proud to share two exciting updates:
IRS Enrolled Agent Certification: This allows me to provide proactive tax strategy and planning—especially valuable for business owners and real estate investors.
Tax Preparation Partnership: Starting with the upcoming 2024 tax season, we’re proud to be partnering with Camerlengo, a female-owned firm based in Boston and servicing clients nationwide, to offer seamless personal and business tax preparation services. If you'd like to file your 2024 return by 4/15/25 please connect with me asap so I can introduce you to the owner for her complimentary initial consult.
This integrated approach to tax and wealth management is rare in our industry, and I’m excited to deliver this added value to you. Be sure to connect with me if you’d like to learn more.
Please note - you'll be working directly with Camerlengo, where Catherine will spends a few hours per week helping with tax prep.
Embracing Innovation:
New Tools & Technologies
In 2024, we rolled out Holistiplan for proactive tax analysis and added text communication (Text: 781-362-4623) for your convenience.
Looking ahead to 2025, we’re introducing more exciting technology:
PreciseFP – Streamlined data gathering for better planning
eMoney – A powerful financial planning platform for all new clients
Collaborate and plan in real-time
View all financial accounts in one place
Gain a clear, holistic understanding of your financial picture
AI Productivity tool (Jump) - We’ll be incorporating our AI Notetaker into our meetings. This tool will summarize key discussions, track follow-up items, and ensure compliance—all while allowing us to focus on you. Your consent will always come first, and data security remains our top priority.
➡️ What's ahead in 2025?
Next year promises to be full of exciting growth, new faces, and community events. Some highlights include:
👩🏽🔬We are so excited to launch a Monthly In-person Networking Group for Boston-area Women in STEM, aka our Finovate Network!
Throughout the year we’ll have programming in addition to meeting other women in STEM professions, including: leadership coaching, career coaching, LinkedIn profile reviews, renewal of headshots, etc.
Save the date: Friday, January 31, 2025, 8am – 9am
Check out our Monthly Book Club!
📕 If you're local to Boston and love to read -- check out our monthly book club!
Our next event is Thursday, January 9th, from 6:30pm - 8pm. We'll discuss the book as well as enjoy good company, food, and drink!
📝 Book writing!
We’re also thrilled to share that Catherine has been invited to contribute a chapter in an upcoming book on Female Financial Trendsetters, launching with a Times Square press event. We can’t wait to share this milestone with you!
Your trust, support, and introductions of friends and family have been invaluable to our growth. We’re deeply grateful for the community we’ve built together and look forward to another year of partnership.
Wishing you and your loved ones a joyful, healthy, and prosperous New Year! 🥳
Warm regards,
❤️ Catherine