Update on frequency of eNewsletters from BFPCC and touching base with Kelli Grew, CFP

Katie Brennan |

Friday, May 8th, 2020

Thank you for following along with our updates.  With so much noise from different media sources, we try to be a voice of reason during this time of uncertainty.  In efforts to not inundate you with too many emails, going forward you will hear from our Investment Committee members on Fridays. We will continue to bring you pertinent information, just on a reduced schedule. 

If you prefer more frequent communication, we encourage you to connect with us on social media. If you are not already following BFPCC, please clicking the following to follow us:

Tune in to Kelli's latest video as she discusses utilizing our eMoney software, discusses what prior market crashes can teach us and shares a cookie recipe.

Touching base with Kelli Grew, CFP

Touching base with Kelli Grew, CFP


Please enjoy the following article from Morningstar, 'What Prior Market Crashes Can Teach Us About Navigating the Current One." 

Looking for an easy treat?  Try this delicious 5 Ingredient Peanut Butter Cookie recipe.

Click here to download recipe. 

As always, please contact us should you have any questions or concerns.

  • Alina Leon is here for all your scheduling needs and any beneficiary updates or paperwork requests - Alina@bfpcc.com
  • Melissa Kolcz will be on maternity leave beginning May 11th.  Our remainder team members are here and happy to help during her time with her growing family.
  • Katie Brennan Kane is here for all your operations and investment requests - Katie@bfpcc.com
  • Kelli Grew is here for your financial planning and investment needs - Kelli@bfpcc.com
  • Michaela is here for your financial planning and investment needs - Michaela@bfpcc.com

With gratitude for your trust,

Your Team @ Beacon Financial Planning of Cape Cod