Our Ideal Client

The Ideal Clients who receive the most benefit from us and with whom we work most effectively have these characteristics:

They Are Financial Delegators:
Our community of Clients is composed entirely of financial delegators.  They appreciate, and are willing to follow, the advice of a Trusted Advisor.

They Are Passionate About Achieving Their 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.

They Enjoy Simplicity:
Our Clients enjoy the simplicity and freedom that comes from having their financial assets under the watchful eye of a single Trusted Advisor.

They Value Our Work Together:
Our Community of Clients respects the value of our relationship and is comfortable with our fee structure.

They Focus On What’s Important:
Our Community of Clients values our relationship.  By delegating, 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 regarding their financial situation, no matter what.