We don’t have any hard and fast rules about who we will work with. Each prospective client relationship is evaluated on an individual basis. That being said, here are some guidelines that we think outline what makes a prospective client a good fit for our firm.
- Business owners, entrepreneurs, and those with an entrepreneurial spirit
- People who understand and believe in the value of expert professional guidance
- Proactive people who believe that personal finances are too important to leave to chance
- People who understand that planning is process, not a one-time event
If this sounds like you and you’d like to have a conversation about how we can help, we would love to chat.
By design, we cannot serve everyone. So we have very intentionally limited the number of clients that we serve. This allows us to provide the personalized attention that we think every client relationship deserves. If you aren’t a good fit for our firm, we are more than happy to provide you with some options that might be a better match for your needs.