New Clients
In order to provide the best advice possible, it is important we understand your financial situation, including:
1. Goals, needs, and objectives
2. Complete financial and personal situation
3. Time frame for your goals
4. Tolerance for risk as it relates to your investments
5. Hopes, dreams, and vision for the future—your “why”
Here's how we support our clients on their financial journey:
- We put our clients' interests over our own
- We put our education, skills, and years of experience to work for our clients, helping them to achieve their vision of success
- We communicate simply
- We plan holistically, for your benefit and the benefit of those you love
If You Think We Might Be A Good Fit...
We engage with a limited number of new clients annually. This ensures we can continue to meet to needs of all the clients we serve.
If you are interested in becoming a new client, our fee structures and strategies are best suited for people who:
- Have a minimum of $250,000 in investable assets
- Seek holistic guidance regarding all aspects of their financial life
- Appreciate the direction and support of a professional fiduciary
- Agree with committing to an annual meeting on an ongoing basis
- Will provide information, as requested below in our “Information Packet”, to facilitate advice and planning
If you do not fall into this description but would still like to see if we are a mutual “good fit”, please contact us — we are happy to discuss your situation.