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Our Ideal Clients

The clients we best serve are open minded financial delegators that realize financial planning is about quality of life and not just the performance of their investment portfolio.  They are also content to leaving the financial micro-managing to professionals, allowing our clients to focus their attention on family, friends, community, hobbies, travel, and enjoying their lives. They are:

Passionate about their goals

  • They have a strong sense of purpose, values, and goals in their life.  They realize that achieving financial security requires commitment, money, time and planning; the results of which serve to enhance their quality of life.

Ready to hear the truth

  • They embrace reality and the facts regarding their current financial situation, and are committed to doing the work their goals require.

Willing to accept advice

  • They value the teamwork and accountability that comes from a structured plan of action, and the professional follow-up successful results will require. 

Comfortable with paying a fee

  • They understand the value of a true team of professionals and are comfortable compensating them for their expertise.

Appreciate financial confidence

  • They appreciate the transparency and simplicity that comes from working with a trusted advisor who serves as the head coach of their team of professionals—orchestrating the individual expertise of each subject matter expert for their benefit.


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