Coffee With an Advisor

Life is full of questions, and money is no different. Sometimes you just want to ask something. Bring or pour a cup of your favorite warm beverage, and join me at the Mad River Valley Welcome Center. Come as you are. All are welcome. And every question counts—simple, complex, or somewhere in between.  It’s a relaxed, open conversation about money, planning, and whatever’s on your mind. Kassie Reid from Greenhill Financial Planners will be on hand to chat.

Each quarter we’ll have a different theme to get the conversation going;

• March: A Fresh Start
  Pour a cup and bring your thoughts and curiosities. The start of the year is a natural time to evaluate your goals and priorities, capture momentum, and plan for the year ahead. This space is designed to welcome everyone, whether your questions feel simple, complicated, or somewhere in between. It’s a relaxed, open conversation about money, planning, and whatever’s on your mind.

• May: Summer Pause
  Longer days and shifting routines can make this time of year feel both energizing and full, so before summer sweeps you away, take a moment to pause. Bring whatever’s on your mind—upcoming plans, changing expenses, or simply a question you’ve been meaning to ask. This is a relaxed, welcoming space to reflect, recalibrate, and talk through money decisions in a way that feels grounded and practical. Come as you are and join the conversation.

• August: Fall Transitions
  As the seasons shift, so do routines and priorities. Settle in with something warm and join an open conversation about what this transition might bring—new schedules, business cycles, evolving goals, or unexpected change. We could explore how these shifts connect to your financial life, from cash flow to longer-term direction, or wherever the discussion naturally leads. Bring your questions and curiosity.

• November: Year’s End
  As the year winds down, it’s a natural time to reflect on what’s unfolded and consider what comes next. Gather your thoughts and join the conversation around year-end considerations—from giving and tax planning to tying up loose ends or preparing for January. This is a supportive place to organize your reflections, acknowledge progress, and make intentional decisions before the calendar turns. Wherever you’re at, you’re welcome at the table.