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Total Wealth Planning Office Expansion Update October 2023

Total Wealth Planning Office Expansion Update October 2023

We are happy to report a successful move down the hall to our expansion office space (phase 1), and that construction has begun on our old space (phase 2). We look forward to seeing you at our new office, and for those out of town, we hope you enjoy several photos of our expansion (phase 1) space.

For your convenience, you are welcome to utilize our new exterior entrance on the Northside of the parking lot, under the blue awning with our name and logo. We also have an internal entrance just in case. See the attached “New entrance” document for more information.

As phase 2 begins, we hope you’ll understand that our team will be working in and out of the office until the remodel is completed. Our target completion date is mid-November with move shortly thereafter. Until then, the office will remain open with a focus to uphold our exceptional service.

While moving is never enjoyable, we’re excited about the expansion and renovation plan that should accommodate the next 10 years of our growth. It further allows us to add new team members over the next several years to serve the growing number of families who seek the holistic approach we offer. It is a testament to providing you and your family with an even more elevated experience. Our clients and staff have always been at the heart of everything we do, and we are excited to have you alongside us throughout this expansion.

As always, we are grateful for our team and for your ongoing trust and support. We are excited about this new chapter of our journey together and what this will allow us to deliver for you and your family for years to come.

See the attached “New entrance” document for more information.

Stay tuned for more updates! We look forward to welcoming you to our new space over the next few months!

Rob Siegmann & Team

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