IDEAL CLIENT PROFILE

The client’s whom we serve best and receive the most value from us have the following qualities:

• They are FINANCIAL DELEGATORS: Our community of clients is comprised entirely of financial delegators. They appreciate, and are willing to follow, the advice of an expert.

• They are PASSIONATE ABOUT GOALS: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning to accomplish

• They ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom, and peace of mind that comes from having all their financial assets under the watchful eye of a single trusted advisor.

• They VALUE OUR WORK TOGETHER: Our community of clients appreciate expert advice and guidance. Due to the high level of client interaction and attention, our services make sense for families with well over $250,000 of investable assets.

• They FOCUS ON WHAT'S IMPORTANT: Our community of clients delegates financial matters so they can focus their valuable time and energy on those things in life that are most important to them.

• They CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation...no matter what.