Hi NYC customers!
– next Friday (Jan 23rd) we’re teaming with Thrive Capital to bring the NYC finance community together and kick off 2026.
We’ll dig into budgeting, navigating shared planning resets, shifting priorities, and designing systems & guardrails that drive better decisions. Come swap solutions and pressure-test your 2026 playbook with us – the people who actually understand the challenges you’re tackling.
Let me know if you have any questions. Hope you can join us!
-Charlotte