Would John Williams have hired musicians for Star Wars before the score was completed? Do you know your SCORE?
As 2021comes to a close, what are you most looking forward to in 2022? What 2021 accomplishments are you cheering and what will you do differently?
In our September Grace Note, we addressed “The Covey Conundrum”. It’s that very human tendency to operate in the urgent and important quadrant, making decisions as we go.
As a financial professional, I bring the most value when collaborating with families in the important but not urgent quadrant. When we have time to plan and evaluate our decisions, we have time to achieve Fiscal Harmony.
In 2022, you are going to hear a lot more about our SCORE methodology and how it helps the families we serve bring financial harmony out of dissonance.
Do you know your SCORE?
The entire Fiscal Harmony team wishes you a most joyous and harmonious holiday season.
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
2021 Five Star Wealth Manager
Once again, I am honored to be named a Five Star Wealth Manager by Texas Monthly. Nearly 4,000 Dallas-Fort Worth wealth managers were considered for the award; ten percent of these candidates were named 2021 Five Star Wealth Managers. Being recognized is always nice, but the real blessing is serving families and helping them on the path to fiscal harmony in their lives.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Please note electronic mail is not secure: BFCFS does not accept or take responsibility for acting on time-sensitive instructions sent by email. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this transmission is strictly prohibited. If you receive this communication in error, please immediately notify the sender. The information included should not be considered investment advice. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making an investment decision.