All Successful Engagements
Start With a Good Fit
We spend time getting to know our clients before we begin a planning relationship. We don't preference clients based on their income level or asset base. We prefer to engage in relationships where we are confident that our process and service will add value.
Understand the value of saving and investing for the future.
Spending discipline and thoughtful investing provide a sound foundation to a solid plan.
Are comfortable engaging in an open dialogue about their finances.
Finances are personal…enough said.
Are looking for a trusted advisor to complement their existing process.
They don't want to "DIY" their financial plan. They seek objective insight from an experienced professional.
Are juggling a demanding career and personal life.
They want to spend the little free time they have pursuing the things they love to do.
Are genuinely nice people.
Cliché? Yes. But let’s face it, working with people who you enjoy spending time with is important.
Mid 40’s – Mid 50’s
Financial Services Professionals