The Inside Scoop with Luna for July 2025

Hi, I’m Luna, SilverBirch Wealth Management’s Associate of Pawsitive Attitudes. I’m the little dog you’ll find curled up in my basket beside Vanessa's desk during most client meetings.

I see the moments when people walk in with big questions and mixed emotions, furrowed brows, soft smiles, deep breaths.

Questions like, “Can we afford to slow down yet?” Or, “What’s the right balance between spending now and saving for later?” Or simply, “Will everything be okay in our retirement?”

I see the quiet sighs of relief, the thoughtful nods, and the moments when people realize they’re not alone in figuring this out.

These aren’t small questions. They’re deeply personal ones. And the answers are never one-size-fits-all. They’re built through honest conversations, a team that listens, and thoughtful planning that puts people and what matters most to them first.

Each month, I’ll share a behind-the-scenes look at the real stories I get to observe - always with care and confidentiality.

Until next time, Luna 🐾
Associate of Pawsitive Attitudes