Portfolio Wealth Advisors senior managing parters, Lee Munson and Tracy Ann Miller, discuss how client’s can laugh at money problems.
In Oklahoma City a couple months ago I had dinner with John and Tammy after doing a big comprehensive plan. At one point they said to me that they now laugh at money problems. This is great but what does this mean?
They were so worries after talking with various people about whether they should choose X, Y, or Z. Imagine, your financial plan is like a hammer; it is not good or bad, but depends on what you are putting into the wall. A screw or nail. After that the rest is simple.
That’s what really differentiates us. We were able to give them this calm and clarity, and that was the first time in their life they didn’t think of this as complicated at all.
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