What do you do when your daughter’s boyfriend asks for your blessing and invites you to be a surprise guest at her proposal? Not sure about you, but I packed my bags, grabbed my sun hat and headed off to Disney World!

What Katie thought was a photoshoot with TJ and family morphed to include a tag-a-long (me!) and a well-executed surprise proposal. Props to TJ for planning a magical moment and to his five family members who were all part of the fun. Despite knowing about his plans for several months, somehow nobody spoiled the secret and Katie was truly surprised. 

Congratulations to the lovely young couple, TJ and Katie. Thank you for allowing me to be part of a very memorable day.

A Surprise Engagement

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Bartley Financial is built around a client-first ethos. We are as committed to exhibiting high levels of professionalism as we are to building relationships with clients built on trust and mutual respect. That’s why we hold ourselves to a fiduciary standard. It’s also why we offer a transparent, fee-only compensation structure so that our clients never need to be concerned about a conflict of interest.

Bartley Financial has an experienced team of CPAs and CFPs® (Certified Financial Planners®) dedicated to helping clients manage their investment portfolios, plan for retirement, strategize taxes, or execute any other initiatives in pursuit of optimum financial health and minimal financial stress. From our offices in Andover, MA, and Bedford, NH, we work to ease clients’ financial concerns, strengthen their portfolios, and assuage their worry that they don’t know what they don’t know.

Contact us today to begin a relationship with a team of knowledgeable, trustworthy professionals who put their clients first.

By Joanne Tackes
Joanne is a Certified Public Accountant and Financial Planner on our team who believes that no financial decision should be made without knowledge of the tax consequences. Her methodical approach to financial planning leaves no stone unturned as she works diligently to provide you with a comprehensive financial plan.