Thanksgiving Week, 2025
Dear Clients and Friends,
As we enter this season of gratitude, we hope this message finds you and your loved ones well. We have a few important updates to share regarding our communication schedule, resources available to you, and the continued evolution of Kinetic Wealth.
Newsletter Schedule Update
We know how overwhelming inboxes can become these days. With so many emails vying for your attention, it’s easy to feel inundated, even with messages that matter.
Since our launch, we’ve sent weekly newsletters covering everything from tax planning strategies to market updates. Our goal has always been to keep you informed and to provide a growing library of educational resources. You can access our entire archive of newsletters, market commentary, planning guides, and helpful articles anytime at kineticwealthplanning.com/resources.
Now that our resource library is well established, we will be transitioning our newsletter schedule from weekly to bi-weekly. This change will allow us to focus on providing even higher quality insights, timely market updates, and actionable financial tips without overwhelming your inbox. Of course, if urgent or timely information arises, we will continue to send updates outside of the regular newsletter cycle.
Firm Updates & Looking Ahead
Kinetic Wealth launched on June 3rd, 2025, and it has been our privilege to serve both long-time friends and new clients alike. We are quickly approaching 50 client households served, and as we look ahead to 2026, we aim to serve a total of 70–80 households as we welcome another Kinetic Wealth team member. As shared at our recent appreciation event, expanding our team will help us continue to provide the high level of service and personal attention you deserve.
Our commitment remains unwavering: We intentionally limit the number of households we will serve per employee to ensure proactive, comprehensive service. For context, many firms expect advisors to manage 150+ households, but research shows it’s challenging (at best) to deliver truly personalized advice on that scale. Our mission is to prioritize your best interests, not to maximize profits or growth at the expense of service.
As we approach our six-month milestone, we’re reflecting on our branding and communications to ensure they authentically represent our evolving firm and, most importantly, you, our clients. We’re excited to be working with local Knoxville businesses on this project and look forward to sharing updates as they develop.
Our Purpose Remains
At Kinetic Wealth, our purpose is clear: to serve as your fiduciary advocate and align every decision with your best interests. This commitment is the foundation of everything we do and will never change. As we grow, we’re excited to further shape our culture and brand to reflect your values and needs.
Wishing You a Happy Thanksgiving
As Thanksgiving approaches, we want to express our heartfelt gratitude for your trust and partnership. It is a privilege to support you on your financial journey. We wish you and your loved ones a joyful, restful, and safe holiday season.
As always, please reach out if we can be of service.
Warm regards from our family to yours,
Skee and Amanda Orr, Kinetic Wealth