Ideal Client Profile


 “Success is not the key to happiness. Happiness is the key to success.”
—Albert Schweitzer

We enjoy interesting people who enjoy living an adventurous and productive life!

Our Ideal Clients—the ones who benefit most from our services – share the following qualities:

They’re driven collaborators.
They’re financial delegators who appreciate and are willing to follow the advice of experts, while acting as “CEO” of their own, personal financial “business.”

They’re passionate about their goals.
They realize that achieving goals requires money and planning… and sometimes, sacrifice.

They embrace simplicity.
They enjoy the freedom and peace of mind that come from having their finances managed by a team of highly-skilled experts.

They value our (new) compensation model.
They appreciate our fee structure, which eliminates conflicts of interest and provides them with comprehensive services.

They appreciate our honesty and forthrightness.
Our clients want to hear the truth regarding their financial situation… even if it means having one or more uncomfortable conversations.

If you meet this profile and would like to know more about our services, contact us today.

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