Introducing Supernova: A new Level of Service for you!

Dear [Client Name],  

We're thrilled to announce Supernova, our new service model designed to provide you with an unparalleled level of personalized financial guidance and support.  

Starting [date], you'll experience:  

• Concierge-Level Responsiveness: Have a question or concern? We're committed to responding within one hour and providing a resolution within 24 hours.  
• Dedicated Touchpoints: We'll connect regularly through 12 scheduled appointments per year, including 4 portfolio reviews (2 in-person). This ensures we're always aligned with your evolving goals.  
• Multigenerational Planning: We'll work with you to develop a comprehensive financial plan that considers the needs of your entire family, including implementation and ongoing adjustments.  

Supernova goes beyond investment management. We'll proactively address your family's financial needs, including retirement planning, education funding, tax optimization, estate planning, and more.  

Expect to receive a regularly updated financial plan, cash flow analysis, and other valuable resources to empower your financial well-being.  

My assistant, [Assistant Name], will be in touch soon to schedule your first monthly meeting. In the meantime, please don't hesitate to reach out if you have any questions.  

Thank you for trusting us with your financial future. We're excited to begin this enhanced chapter of our partnership.  

Warmly,

[Your Name]