Dear Friends and Family,

The Katz Family team met in August for our annual strategic meeting. Our mission statement is below. The fact that this statement was developed over three years ago and remains unchanged today reflects our confidence in both our business model and our philosophy:

“We will build loyal clients by exceeding expectations in service and performance,
while surrounding ourselves with an ethical, intelligent, conscientious, and
considerate family of employees who share our common investment and
business philosophy.”

At Katz Family Financial, we work as a team. We all follow the same research model and philosophy when speaking with each of our clients. Please note that if you have any questions or concerns at any time, you should not hesitate to contact any one of us.

Attached is an article written by Larry Katz titled Design and Human Factors in Financial Modeling. We believe this article is highly educational and hope you benefit from it. Please feel free to share it with friends, and if you would like extra copies, contact Vicki at 425-657-2208 or vicki@katzfamilyfinancial.com.

We hope you are enjoying these last few days of summer and look forward to speaking with you soon.

Sincerely,

Katz Family Financial