We’re grateful to have clients who are willing to share information about their business, the community projects they’re involved in, and pictures that they’d like to have shared with like-minded folks. Please let us know if you’d like us to share something for you.
A strong relationship with your financial planning team is essential, and we’ve found that our typical client tends to share similar traits.
Our ideal client is generally:
- an advice seeker
- long term and planning focused
- someone we can relate to
- interested in being an active participant in their financial future
- a pleasure to deal with on an ongoing basis
This includes individuals and families who are nearly retired or retired, business owners/self-employed entrepreneurs, and professional athletes.
Please notice we didn’t specify that our typical client must have a minimum investment or $xx assets. We believe your attitude towards your financial future is of more value than your current financial status.
If this sounds like you, we’d love to chat.
We’re looking forward to working with you.