Recently, I remarked to a new client that I tended to think slowly. I’ve found that taking time to process helps me make more strategic decisions on a variety of fronts, including working with clients.
After more than a decade serving clients’ financial needs, I’ve realized that investing my time to really get to know them pays dividends. Achieving Fiscal Harmony™ is about the intersection of people and finance.
If you follow me on LinkedIn, you already know that I am a huge fan of quotes. One I’ve always loved is from one of my favorite movies, Contact. Dr. Arroway’s quote challenging her nemesis, David Drumlin, is one for the ages: “Funny, I’ve always believed that the world is what we make of it.”
I believe that to be the best advisor I can for the families I serve. I need to invest time and think slowly.
Is Fiscal Harmony™ right for you?
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.
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