#34219 Need to meet and update you on biz changes

Resolved Created Apr 17, 2025, 4:09 PM Resolved Aug 8, 2025, 5:59 PM

System (internal) Apr 17, 2025, 4:09 PM

Created from Lead: https://artichoke.shield.syncromsp.com/leads/31870407/convert

Check-in (internal) Apr 17, 2025, 4:09 PM

Hey Peet.

Well, I've finally made a decision on what I'm doing with the business and have started moving in a direction...I need to fill you in and see what changes we need to make from a tech perspective. I will need to shut down my Stewart email in a few weeks—though I do want to maintain the history of what is there in my inbox.

Let me know when we can chat about upcoming changes and what needs to be done and our working relationship going forward. Thanks!

Jill

Jill M. Tripp, CFP
Stewart & Associates, PLLC
27 Fort Missoula Rd. Suite #1
Missoula, MT 59804
Ph: 406.541.3733
Secure Upload: https://stewartfinancial.leapfile.net/

Artichoke Support - Peet (internal) Apr 30, 2025, 9:30 PM

Jill,

I completely missed this!!! Can you snag a time to chat here: https://artichoke.consulting/schedule/peet ?

Hope all is going well.

Cheers.Peet

[email protected] (internal) Aug 8, 2025, 5:59 PM

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