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Since 2011 Micheline Dagher has dedicated her career to understanding the rules, regulations, and tax laws that go on to affect the durability of a client’s portfolio. This work for her has always been about serving the client and only the client which is why from the very beginning she insisted on being independent. But in 2017, she hit a crossroads.
Things did not work out with the investment advisory firm she had put her heart and soul into helping build, and they decided to part ways. Meanwhile she had just become a mother to two wonderful boys, George and Jonathan. Micheline was faced with the quandary of what to do next.
The obvious thing to do was start her own firm, but Micheline did not consider herself an entrepreneur by nature. She loved creating financial plans. She didn’t want to spend her days marketing for a firm, building a website, managing staff. She wanted to teach and lead workshops, build retirement plans, and help people design family legacies. She wanted to spend her days seeing the light that comes on in people’s eyes when they realize there is a way to fund the discrepancy between what they want and what they have.
She applied for and was offered two advisory jobs at two prestigious Boston firms, but she paused and didn’t accept either offer.
While she was going back and forth with this decision, her husband encouraged her to take a break and visit with family. Even though times were uncertain, her parents were getting older, and it was a good opportunity for her to spend quality time with them. In February of 2017, Micheline flew to Lebanon with her boys for an extended stay.
In the spring of that year, a few days before Palm Sunday, her husband flew out to join them.
As the story goes, they were all sitting around together one night after dinner when her parents asked her, “So, Micha, what will you be doing when you go back to Boston in May?”
And it was then her husband surprised her by presenting the website he’d designed and the paperwork he’d filed for the company he started for her, Dagher Financial LLC. “You’re not going to repeat the same history,” he said. “You love what you do and you’re one of the best at your job. It’s time to stop doing it for somebody else’s firm.”
Micheline flew back to Boston, signed the lease on her new office space, and became president of her own firm.
Not every woman can say they have a supportive partner. Micheline pays it forward by offering that same kind of support for the clients she serves.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.