Open Trail Financial Consultants

Meet Angelina Calvelli, Client Services Specialist. She enjoys practicing yoga, traveling, reading, spending time with loved ones and hiking the beautiful surrounding trails of Sonoma County. Angelina is also a member of the local non-profit Impact 100 Redwood Circle. Learn more at www.opentrailfc.com #opentrailfc #opentrailfinancialconsultants #santarosa

Meet Lauren Maston, Executive Assistant & Office Manager. She enjoys trying new foods, craft coffee, hiking, river floating, traveling and spending time with her family, friends, and cat Chili. She is also a member of two local nonprofits Active 20-30 Redwood Empire # 1029 and Impact100 Redwood Circle. Learn more at Link in bio

Meet Michael Calvelli, Founder, Registered Principal, and OSJ Supervisor. He enjoys skiing in cooking for his family. Michael is also currently a member of the Board of Directors at Friend’s House, a retirement community in #santarosa . Learn more about @opentrailfinancialconsultants and the team at link in bio.

Everyone has a unique path to walk in life, especially when it comes to money. A trusted financial advisor can be a great resource and added comfort during your journey. They’ll help you create a plan to reach your goals and guide you through obstacles as they inevitably arise. Learn more at www.opentrailfc.com.

A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests, according to @investopedia . And, yes, our advisors are fiduciaries. We will always have your best interest in mind.

Each style of payment has its merits. Research which one (Fees, commission, or hourly) fits your needs so that you know what you are looking for before you start interviewing advisors. @OpenTrailFinancialConsultants

By taking your big picture needs into consideration, we help guide you in taking intentional steps towards your goals. We offer technology you can use to monitor the performance of your investment portfolio and other goal-based planning tools. More importantly, we are available to talk through what is on your mind and how we can continue to help you stay on track for the long term.

(6 of 6) It is in these moments where fear and uncertainty drive our markets and anxieties. The COVID-19 pandemic will certainly reshape the way we think about health in our global and local communities. While the outbreak has produced a fair amount of anxiety and fear, we have also seen it bring communities together to help support one another. The Press Democrat published a great article on some ways that we can help support people in our communities who need it most right now (link below). The pressure on our most vulnerable populations and local businesses has definitely set in. Our team is hopeful that through communities unifying, we, as a society, will move through these challenging times together. https://www.pressdemocrat.com//108/ways-to-help-others-in

(5 of 6) It’s OK to lean on those you trust in times of need, whether that is your family, friends, or financial advisor. Our clients know that they are always welcome to reach out to us for guidance and support, in good times or bad.

(4 of 6) ~ BREATHE ~ A recent New York Times article (link below) reminded us that stress is one of biggest factors that affects our health. We want you to stay healthy, so please take a moment to unplug from the madness and take a breath. Some of our favorite ways to do this at Open Trail include: cooking, walking, meditating (have you ever tried www.Calm.com?), yoga, and playing with our pets. NY Times article: https://www.nytimes.com//live/can-i-boost-my-immune-system

(3 of 6) Our bodies are amazing. If you take good care of yours, it will take good care of you. Keep this in mind and do what you can to maintain your healthy daily habits. Perhaps you could invite a friend or loved one to join you in building new, even healthier habits during these unusual times. Afterall, there is no time like the present!

(2 of 6) Sometimes you just need a break, so don’t feel bad if you decide to take one. In fact, I bet you know someone else who could use one right now too. Reach out to a friend who you think might benefit from unplugging with you.

(1 of 6) Your health and wellbeing are what matter most. In the midst of the doubt and uncertainty that currently surround global health and financial markets, we wanted to let you know that we are with you. We also wanted to share some reminders about how to stay healthy and feel grounded during these trying times. Stay tuned to our feed this week for tips. Interested in helping others during these unprecedented times? An article by The Press Democrat in Sonoma County lists some great ideas about how to help your community. Together we can come through this stronger: https://www.pressdemocrat.com//108/ways-to-help-others-in.

The core belief of our team is to always act in your best interest. Our financial advisors bring experience and personal attention to each relationship. They are here to talk through what is on your mind. Learn more about our team on the website www.opentrailfc.com