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What "Am I Okay?" Actually Means with Donny Stewart | Financial Planner Search
In this episode of Financial Planner Search, Donny Stewart, CFP and partner at Swan Wealth Management, discusses what people are really asking when they say, "Am I okay?"
He and his partners, TJ Bruce and Mike Mahalich, met on the Regis University golf team, spent years on the institutional side, and later bought a book in Edina full of retirees and people close to it. Every client and every dollar at Swan is split three ways. You meet all three. You end up calling the one you click with, and you still reach an owner. Donny's problem with a 94% "probability of success" is that nobody knows…
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