On December 8, 2025, Ellenore Knight Baker, CFP®, hosted a warm and engaging client get-together in Dallas centered around a discussion of Sarita by Natalie Musgrave Dossett. The gathering offered a welcomed pause during the busy season — a chance to slow down, share ideas, and connect through the joy of reading.
Book clubs have a special way of bringing people together, and this event was no exception. Clients shared thoughtful insights, personal reflections, and lively conversation inspired by the themes of the novel. Moments like these remind us how meaningful it is to build relationships that extend beyond financial planning and into the many ways we enrich our lives.
At Carter Financial Management, we are grateful for opportunities to gather in new and fulfilling ways. We look forward to hosting more experiences that encourage learning, connection, and community with the clients who make our work so rewarding.
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