Note Advisors

07/15/2026

Financial decisions are about more than numbers.

Why does someone who is financially prepared to retire feel uncertain about taking that next step? Why does money bring peace to some and stress to others? The answer often has less to do with the numbers and more to do with our relationship with money.

Join Shawn and Christine for Understanding the Person Behind the Plan, where they'll explore how wealth coaching and financial planning work together to help you make more intentional financial decisions.

REGISTER: https://us06web.zoom.us/webinar/register/WN_-E0tR7DVS-q7HkdkED9WQQ #/registration

07/08/2026

A few highlights from our Note night at the Bisons game! ⚾️

The score wasn't exactly in Buffalo's favor (18–3 😅), but we had the best time cheering them on together. The Note kids got to meet Buster Bison, everyone finally had a chance to meet each other's families, and a few of us even stayed up past our bedtime for the fireworks!

Grateful for a fun night with the best team!

07/04/2026

Happy 250th Independence Day!

As we gather with family and friends, enjoy backyard barbecues, watch fireworks, and create new memories, we're also reminded of the freedoms and opportunities that make this country so special.

Wishing everyone a safe and happy holiday!

07/01/2026

When people think about legacy planning, the conversation often starts with one question:

"What do I want to leave behind?"

But many families we work with eventually begin asking a different one:

"What if, instead of waiting, I gave while I was here to see the impact?"

We've seen clients help adult children purchase a first home, contribute toward a grandchild's education, or provide support during pivotal moments when it can make the greatest impact.

In many cases, those conversations shift the focus from simply transferring wealth someday to creating opportunities, experiences, and memories that can be shared today.

Legacy planning isn't just about what happens after you're gone. Sometimes it's about making an impact while you're here to experience it.

06/29/2026

Financial planning is about so much more than growing your portfolio.

In this clip from Shawn's conversation on the Driven: Unscripted Success podcast, he shares why true financial success isn't measured by a number in your account. It's about having the freedom to choose how you spend your time and live your life.

It's a conversation about purpose, retirement, and the idea of eudaimonia or human flourishing.

Give it a listen on Apple Podcasts or here on YouTube:

In our latest episode of Driven: Unscripted Success, I interviewed ...

06/23/2026

Join us in congratulating Christine Mathieu on 5 years at Note! 🎉

We're incredibly grateful for everything Christine has brought to our team and the positive impact she's had on our clients over the years.

Congratulations, Christine, on five amazing years! Here's to many more to come.

06/21/2026

The rides to practice. The weekends at the field. The encouragement after a tough day. The pride in watching them grow.

Today, we celebrate all the fathers and father figures who are there through it all.

Happy Father's Day!

06/17/2026

We worked with someone recently whose mother had passed away, and part of their inheritance was used to take their children and grandchildren on a trip she had talked about for years.

From a purely financial perspective, there may have been more tax-efficient ways to handle the money. But to them, this was about continuing their mom’s legacy through an experience the family would remember forever.

Sometimes the most meaningful financial decisions are the ones that create lifelong memories that honor the legacy of those who have gone before us.

06/08/2026

We believe that financial planning works best when every part of your financial life is working together.

That's why we're excited to announce the launch of our Tax Planning & Preparation Division.

With the addition of Andrew Lemay, CPA, to our team, we're expanding our ability to help clients coordinate tax planning, tax preparation, and financial planning in one place.

It's an exciting step forward for our firm and another way we're working to serve individuals, families, and business owners throughout Western New York.

Learn more:

Proactive, year-round tax planning and preparation from a team that understands your full financial picture.

05/25/2026

This Memorial Day, we honor the service members who gave their lives for our country and reflect with gratitude on the sacrifices made by them and their families.