We work with a select number of families that we know very well. Our clients are fun to work with and appreciate our boutique service model. We're like family, and we genuinely enjoy working together.
Here are some key characteristics of our Ideal Clients:
- They are financial delegators. Our community of clients appreciate, and are happy to follow, the advice of a team of financial experts coordinated by a single Trusted Advisor.
- They are passionate about their goals. Our clients realize that achieving their goals requires both money and planning. Our Ideal Clients appreciate our commitment to pay close attention to all the financial details and proactively make prompt recommendations to get back on track whenever inevitable course corrections are required.
- 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. An advisor who provides oversight, coordinating all personal financial affairs. A single simple point-of-contact to chase down all the financial issues, hold everyone accountable, and ensure every recommendation from the team is perfectly aligned with the overarching strategy.
- They value our work together. Our clients appreciate advice and guidance. Due to the high level of client interaction and attention, our services make sense for families who have accumulated investable assets of more than $2,000,000, not including the value of their home.
- They focus on what's important. Our clients delegate financial matters so they can focus their valuable time and energy on the things in their life that are most important to them. Clients who appreciate an advisor who views their role as to protect the financial assets, and the financial strategy, allowing clients to focus upon the things which matter most in life.
- They appreciate the candid truth. Our clients want to hear the truth from us regarding their financial situation…no matter what.
