The Overlap of Life
Have you ever had a situation where a schedule interruption or other life event causes a string of disruptions and logistics that need to be managed?
Very few things happen in a vacuum, and these disruptions can affect our financial and personal lives. We chose to represent our SCORE model with overlapping circles because that is precisely how sometimes seemingly small changes overlap with other aspects of our lives. We execute our SCORE model with the same attention to detail, and understand that “shifts” can affect our lives in sometimes profound ways.
We serve the whole family; personal, financial, and emotional; and we love collaborating with our clients. This year we are adding bench strength to our services. After more than a decade, we’ve found that far too many families don’t have access to comprehensive financial planning like SCORE.
We are also upping our game for our existing clients to increase vital reporting and resources.
It’s going to be a GREAT 2023, stay tuned!
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
2022 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 2022 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.
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