My 10 Year Plan

As we approach the end of 2024 and look ahead to 2025, I wanted to share some insights into our vision for the new year and the decade to come. I have three main objectives for next year: a reduced role for myself, an expanded role for William, and a move to our new office.

Firstly, I will be turning 60 in February. While I have no plans to retire, I do intend to work less. The days of being immersed in the daily operations of the office seven days a week are behind me. We began planning for this transition in 2024 by expanding William's role and adjusting our calendar to focus client meetings in the first two months of each quarter. This allowed us to dedicate our efforts to taxes in March, team building in June, business planning in September, and focus on the new year in December. We will maintain this basic schedule in 2025, but I will be holding fewer meetings. 

For many of you, this means William will be your main point of contact and conduct meetings, a role he has excelled in for the past seven years. I trust him implicitly to continue providing outstanding advice. With this change, I believe I have a path to continue being involved in the future of ENZI for the next ten years.

Secondly, in addition to leading more meetings, William will assume responsibility for all day-to-day operations of the office. This will include staffing, technology, business processes, and new client integration. While he has been involved in these areas in the past, he will have full responsibility moving forward. This expanded role, coupled with his increased responsibility in leading meetings, means the entire team will be supporting you and him in continuing to provide the high level of service you expect and deserve. 

To that end, we have had great continuity with our staff in 2024, and the whole team is returning for 2025. Melissa is returning from maternity leave next week and will continue to be your first point of contact for all service related inquiries. She will also field tax questions as a conduit to Dean, who will be preparing your tax returns. Vanessa is completing her second year and is the primary contact for forms & applications as well as executing transactions and moving money to and from your accounts. Daniel Martinez's primary role is focused on preparing the necessary materials to ensure William and I are ready to provide actionable advice during your office visits. Daniel Snowden is entering his seventh year with the team and will expand his role to include assisting Melissa and Vanessa in providing outstanding service, as well as continuing to conduct investment research and execute trades to support your portfolios.

Thirdly, the move into our new Lake Austin office is imminent. Having purchased the property in November 2020, it has been a long journey, but we believe the result will be a first-class office experience. We are putting the final touches on the space, including a commercial-grade coffee bar, expanded office space for the team, and comfortable meeting spaces. While we plan to maintain our Bluffstone office for the time being, our intent is to have the majority of the team located at the Lake Austin office, while Dean will remain at the Bluffstone office to complete our 2024 tax season. We hope to move into the new office in March and will keep you updated on the timeline.

Thank you for your continued trust. We look forward to working together in the coming years.

David