Blog - Longview Gives Back


Every quarter our team meets offsite to think big and consider the future of Longview and our services. It is a great exercise to get us out of the office and away from the day to day. Over the years, these meetings have changed our company. Sometimes seemingly small ideas, like a decision to change an internal process, result from the brainstorm, but other times bigger ideas emerge. That was the case in our October 2014 meeting when we created Longview’s one page business plan.

After nearly two years of brainstorming and developing our core values and core purpose, our one page business plan finally materialized. The revisions and the final creation of the plan led us to realize what really matters to us as individuals and a company. We walked away from that October meeting with focus and passion like none other since we merged five years ago. As a firm we decided that it is important to us to empower our clients and team members to think big, make a difference in the world and feel the joy of using their wealth, talents and experience to improve their lives and help others do the same. This purpose changed us and how we view working with our clients. Our discussions have become more focused on how to help our clients live their best life, it has strengthened our process around goal conversations, and it has pushed us to increase our own company’s giving program in both time and funds. We have also added philanthropic planning as a major category within our services. We are ecstatic about Longview and where the company is going. We hope that you see this excitement spill over in our conversations with you and you become excited as well!

As part of this new chapter, we are in the process of updating our website and blog to better reflect Longview. The new website will be unveiled in the 4th quarter. Changes to the blog will be rolled out over time. One update begins this quarter. You’ll start to notice a monthly highlight on a local nonprofit in the geographic areas where we work, play, and live. Some of these are nonprofits in which we participate; others are there in case they may be of interest to you.

We invite you along this journey with us and we welcome your feedback on how we can improve the services we offer you.

As always, thank you for your support and continued belief in what we do. We all feel so special to be a part of your lives and love to come to work every day where we have the privilege to work with people like you.

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