You may never have thought of managing money as playing a game. But if you think of it in this way, it will be more fun and you are more likely to profit. A game is a contest or activity that is played with skill or luck to achieve a specific goal. The Money Game is one we are forced to play practically every day of our lives. It is a contest we play every time we make a transaction with money whether it is coming in or going out. We play the game at work, at the supermarket, at the gas station, at the bank and any other place where a form of money is exchanged for goods and services, saved, or invested.
We are forced to play the money game, but we do have a choice of how we will play it. Very few will play on the level of Donald Trump or the Wall Street moguls, but we can all be successful playing on our own “field”.
The Money Game is like any other game.
• know our goal (to win) and our objectives (how to win)
• learn the rules
• play (act; implement and use strategies for winning)
• review and evaluate our methods and results
From this moment on, set your goal and start playing the Money Game like a winner. What is your objective? Most people want to used their skills, talents, and financial resources to provide a comfortable life style at all stages of the life cycle. At the age of twenty, it may be difficult to think of how we want to live at the age of sixty, but there are rules to follow and strategies for winning the Money Game that can be used at any time of life.
This web site is meant to encourage you to increase your skills in playing the Money Game. You will find reading material and links to other web sites that give you valuable information and help you gain confidence in managing your money. Always play for fun and profit!
when you want to……..
• Review you current finances
• Create a comprehensive “Financial Photo” of your Assets and Liabilities
• Receive information and learn strategies for customizing a self-managed portfolio
• Find Investments that outperform the market
• Regularly monitor and evaluate your investments
• Build wealth by managing risk with the “Asset Risk Allocation” portfolio evaluator
• Plan for your well being at all stages of the life cycle including retirement
• Form a successful financial partnership with spouse or VSP (Very Special Person)
• Make wise decisions regarding large purchases: home, car, other
• Assure a positive cash flow
• Use credit for your convenience and benefit not the lenders (see credit section)
When a Financial Planner is not enough, use a MONEY COACH!
Live for Today and Plan for Tomorrow!
Financial planning is only one step in achieving your goals. Plans are worthless without implementation. A Money Coach will help you develop and use skills that enable you to provide for your financial well-being at all stages of the life cycle. “Life Style/Life Cycle” financial management is a visionary concept that encourages individuals to manage money in order to maintain the desired standard of living throughout one’s life!
FAQ of Laury
Who are your investment clients?
My investment clients are very bright professional people who want to be in control of their own finances but don’t have the time or inclination to search for the necessary information to make wise financial decisions.
What are the advantages of using the Adams’ Financial Resource Service?
YOU have a consultant who considers your total financial needs --return on investments, cash flow, major purchases, retirement, college costs and other obligations.
YOU receive information to become knowledgeable about current and future investments.
YOU are provided with options for a customized investment portfolio to fit your personal needs and tolerance for risk. Your financial situation is just as unique as your fingerprint. If current holdings are appropriate, they are never sold to be transferred to a “model.” Selling non-retirement assets could trigger unnecessary taxes.
YOU have an Investment Monitoring Program to help you organize, track, evaluate, and coordinate all your investments, including retirement plans and holdings at any brokerage.
YOU can build wealth while limiting risk by finding no-load mutual funds that outperform the indices in both increasing and declining markets. The “Asset Risk Allocation” chart is designed to show risk by automatically calculating percentages of assets in each of five categories.
YOU can schedule personal consultations to evaluate your portfolio at six-month intervals or more often if desired,
YOU are never locked in to binding contracts. Fees are based only on the services that are provided. The service is based solely on clients’ needs. Information and options that are provided are always in YOUR best interest. . Adams’ revenues have never been generated from the sale of financial products. Since 1979, the continuation of this service has been due to the satisfaction and success of my clients.
YOU ARE ALWAYS IN CONTROL!
I am most grateful for the many compliments from my clients. However, I constantly tell them that they are the ones who are responsible for my success. I can only provide the “financial tools” and strategies for winning at the Money Game. A coach is successful when her players win the game!
“If you ever needed a wonderful financial consultant who does’t sell any products and is truly a life financial planner, and a great person, and has made me money conservatively over 25 years, look up Laury Adams, program presenter, Houston TV personality, a non-profit board member, financial and divorce mediator, and a very good friend.” R. C.
“I just wanted to thank you for meeting with me. Your financial information and strategies were so helpful to me. By clarifying my situation and my options, you gave me some much needed peace of mind and direction. Thank you.” J. H.
“Thank you so much for all your support. I feel very confident that I can make it now.” C. C.
“Thank you very much for the file and for your patience, thoughtfulness, tact, and expertise. I appreciate it all more than you know.” First note from B. A.
“Thanks to your financial information, I recently refinanced my house and am in a better position financially now.” Second note from B. A.
“I really appreciate your intelligence and your caring spirit. The world would be a much better place if more people were like you.” J. C.
“It was good seeing you again. I am so thankful that God has placed you in my life. Because of you, I feel so much better about both my present and future financial success. That’s a part of my life that really bothered me before I met you.” V. B.
“I decided to buy out my contract. I have saved the money for this fee and the movers—aren’t cha proud of me? Your wonderful envelope savings has truly been worthwhile. I also have to thank you for your support and generosity. Laury, I will always remember you affectionately for—ever! Thank you for all that you do and for who you are—a very special person!!” L. B.
“It was good to see you again and thanks so much for all your help. I always leave our meetings with very good feelings and renewed appreciation of achievement, thanks to you.” B. G.
“Thank you for your time and attention on Monday afternoon. This is a wonderful way for me to focus and prioritize and you are a guiding light for sure! I went directly to my daughter’s home afterwards and told her what a great job you do. I would love for her to meet you.” D. S.
“Once again I left your office thinking how marvelous you are and how much you are able to move us forward. As you said, a good beginning, now we need to work the numbers and continue to make good decisions.” P. G.
“Thank you so very much for all your help over the years. You have absolutely made a great positive impact on our lives.” C. H & B. H.
“Thank you so much for all your help. I felt more calm and in control after I spoke with you. I think I want to see you more often. You are also teaching me so much. I am very grateful.” N. G.
“Thanks for all your advice. It is comforting to have a knowledgeable person to turn to. You have been a real help to me many times in the last 20 years.” P. W.
“It was nice to be with you today. I think of you as a close friend who is incredibly gifted with numbers and managing finances. I appreciate so much your ability to see the whole picture instead of just the spreadsheet.” M. L.
“Thanks for meeting with me to go over my finances. It was very helpful. You’ve also been a good sounding board as I continue to get my life straightened out.” C. P.
The following note was received 7/7/2002 from a client who had received my newsletter when the S&P 500 stock index was approaching its 47% decline:
“Today was the first chance I had to read your newsletter. That had to be one of the most difficult letters you have written and I just wanted to say I thought you put it wonderfully well and I’m sure I’m not the only one who has read what you said and said a silent ‘thank you, Laury, for being my guide, my caring friend, and I don’t know where I would have been without you.’ “ B. G.
“I want you to know how comfortable I feel referring clients to you. I am always certain their unique situation and their needs will be well tended. Thank you for the ‘extra’ you put into your work.” A Houston Therapist.