12 May What my 84-year Old Mother Taught Me About Wealth
A few months ago, my 84-year-old mother wasn’t feeling quite right. She had six different physicians – her cardiologist, primary care physician, endocrinologist, neurologist, and two specialists—all doing their best, but none of them communicating with each other. As a result, she was unknowingly taking duplicate medications and others that were interacting negatively.
It wasn’t until we hired a concierge physician to step in and coordinate her care that things began to change. This physician became the hub of her medical wheel—reviewing all medications, contacting each of her physicians, and creating a cohesive plan. Her prescriptions were reduced. The medication conflicts were resolved. And for the first time in months, she felt noticeably better, sharper, stronger, and more herself.
This experience hit me with the realization that what happened with her care is what often happens with people’s finances.
Most people have financial “specialists”:
- A home and auto insurance agent
- A disability insurance agent
- CPA or accountant
- Attorney
- Real Estate agent
- A life insurance agent (maybe several)
- A 401(k) Plan (maybe several)
- An IRA they started years ago
- Credit cards, a mortgage, a car loan, or other bank loans
- A banker
- Online investing account
But none of these individuals talk to each other. Similar to my mother’s physicians.
“Who’s acting as your financial coordinator? “Who’s checking that your insurance coverage is aligned with your assets? Who’s verifying that your investment strategy fits your long-term goals and your tax plans? Who’s examining that your estate plans harmonize with your ultimate financial desires?
That’s what we do!
A good advisor doesn’t just “pick stocks” or “sell insurance.” We coordinate your entire financial life. We make sure each piece supports the others—just like that the concierge physician made sure every medication and treatment supported my mother’s health.
If you’ve ever felt like you’re managing your finances in silos, it’s time to consider bringing in a professional who can see the full picture—and help you feel more in control, more confident, and more financially healthy.
If you are already our client, thank you!
If you are not a client, please let us know a little bit about you. The meeting is free without pressure, and it could be the best financial decision you will ever make. We look forward to hearing from you!