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Dear Valued Partners,

We wish you and your family a Happy New Year!

As one year welcomes the next, we would like to take this time to thank you for your continued trust in our company to move you, your family, and your community financially forward. We have much to be thankful for as we reflect on the past year and envision the opportunities for the year ahead.

This past year has truly highlighted the importance of being resilient through comprehensive financial planning and a disciplined investment process.

Over the course of 2022, FLC has focused on improving client care and the financial resilience of those we serve in the following ways:

  • We added four new team members to better serve the financial planning and education needs of our clients. We have also strengthened our culture of collaboration through ongoing training and knowledge sharing.

  • We reached new heights in bridging the financial literacy gap of medical professionals with participant attendance to our education programs increasing by 35.4%.

  • We partnered with professional associations to establish financial coaching help desks to empower their members to take control of their finances.

  • We’ve developed financial wellness programs for associations and companies to improve employee well-being and strengthen their diversity, equity, and inclusion initiatives.

  • We conducted a survey to better understand what our clients’ true concerns are. The findings will help us continue improving our client care in 2023.

Over the past 23 years, FLC has maintained a strong commitment to combining the power of financial planning and education to build stronger families and communities.

We are truly grateful and appreciative of the trust you have placed in us as a client of FLC.

At Financial Literacy Counsel (FLC), we are optimistic about the future amid ongoing economic challenges and uncertainty. We look forward to providing you, your family, and your community with timely financial advice and education solutions at every step along life’s journey.

We wish you all the best and a year of new beginnings in 2023!

Best Regards,

Bobby Ning and Alphil Guilaran

Co-Founders of Financial Literacy Counsel

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