Kris' Story On Y^3
Do you remember third grade? Seems like yesterday, doesn't it? I was a reader (and a total geek). There was nothing I loved more than sitting by myself reading a good book. I was decidedly right-brained and, to put it mildly, math did not come easily to me. Match me against any elementary school brainiac and I could crush them in a spelling bee. But fractions? Please....no.
Thankfully, the lights came on for me one day. I learned that math wasn't the schoolyard bully after all, and we became close friends. I'll bet you're thinking
"good thing!"
Pick any number between 1 and 9. We'll use 7. See how it works? 7+7+7=21
NOW, take the number 7 and multiply it times itself three times. If you recall third grade, you might recognize that you are simplifying the exponent! 7x7x7=343
Don't you just love math?? Everything changes with the rotation of the addition sign.
Just a little multiplication and we create leverage.
Boelte O'Hara Wealth Management
YOUR LIFE. YOUR LEGACY. YOUR WEALTH MANAGEMENT.
Frank's Story on Y^3
When I first saw Y^3, I understood immediately and completely what it meant. It's a philosophy with a willingness to understand me, who I am, what is important to me, where I came from and where I want to go. Present, Future, and the way there, but levered.
It's YOUR LIFE. Why shouldn't you go where you want to go, do the things you want to do? Retire if you want to. Work forever if you want to.
Let's create a customized plan for you. Let's use the leverage of exponential math in your life.
It's YOUR LEGACY. Only you know what that means. A meaningful inheritance for your family, leaving a legacy at your alma mater, maybe there are charities where your heart lives. Maybe you'd just like to spend your last dollar on your last day. Like most people, your life will change and so will your mind. Boelte O'Hara Wealth Management will make it happen.
We don't have a one-size-fits-all strategy. We've been in finance for a combined 50 years. We know what you've suspected, you need a plan that is yours. Not your neighbor's. Do you have a wealth management professional who really hears you? A partner who shows you the respect that you deserve, takes the time to understand your goals and aspirations? Are you working with a team who honors your likes, dislikes, and respects your fears and concerns? Do you have a relationship with a firm who will be there in good times and bad?
YOUR WEALTH MANAGEMENT. When you work with Boelte O'Hara Wealth Management, your dreams are our dreams.