Our Clients

‘Financial Planning’ is a term that puts some people off as its overwhelming, intimidating, or an idea that is only useful for “other” people. One of our goals is to help lift the ‘fog’ and free you to be comfortable with all aspects of your financial house from debt payments and emergency funds to retirement accounts and insurance.

We know you don’t need one more complicated presentation or a ton of paper in your world. You seek an easy to understand roadmap, customized to your goals, which takes into account any direction the stock market chooses to go. You seek clarity of direction and confidence when you make investment decisions.

We serve our clients best when they identify themselves as one or more of the below:

Our Clients

  • Possess a sense of purpose, high values and important goals in life.
  • Serious about defining and achieving financial success by making smart choices about their money.
  • Committed to the development and implementation of a written financial strategy.
  • Value their time and want to spend it on the people and activities which are truly important to them.
  • Simplify their life through the delegation of their financial matters to competent, trustworthy professionals.
  • Pay for the time and experience that their professional advisors provide.
  • Look beyond the success money can bring and seek to find significance in meeting their responsibilities for themselves, their family, their community, and the world in general.
  • Trust us to assist their friends and family members who fit our ideal client profile and introduce us to them when they feel the time is right.