Our Typical Client
Financial planning works best with people who are willing to learn, grow and take action, and when there is a gap between where you are now and where you want to be.
Most of our clients are affluent or semi-affluent individuals and families who desire ongoing professional assistance and coaching in the creation and implementation of strategies to reach their life goals, as they may exist now or develop in the future. Our planning firm is recognized as one of the best in the country. However, we realize that our service is not right for everyone.
Over the years, we have found that our firm works most effectively with people who share some or all of the following characteristics:
- The desire to live a more meaningful life.
- An open mind and a willingness to creatively brainstorm with us--to engage in a continuing dialogue about the goals that drive their life values.
- Understanding that there are many ways to live and an openness to exploring their choices.
- Willingness to make a shift in behavior if it furthers their long term goals.
- Consider our firm to be the chief financial officer of their personal and/or business life.
- Recognition that we don’t have all the answers, and that financial planning--like life--is not an exact science.
- A desire to be a conscious and prudent consumer.
- Realistic investment objectives and a willingness to communicate those expectations to our firm clearly.
- Willingness to accept the investment returns offered by the market, recognizing that there is no foolproof way to “beat the market” or achieve above-average performance.
- Sufficiently trusts us and our advice that they commit to ignoring all financial porn (CNBC, financial magazines, well-intended co-workers, friends, relatives, and neighbors).
- Commitment to hold up their end of the engagement by delivering financial information and completing the necessary tasks in a timely manner.
- Recognition that big goals can be achieved by making small changes consistently over time.
- The desire to have a financial plan that organizes their financial lives, and which uses their human and financial capital to create a result which helps them achieve their goals.
- Willingness to delegate unwanted work to a professional financial advocate on an ongoing basis.
- Willingness to look for other people who have a need for better financial planning service, and to refer these people to our offices for the same kind of help that they receive.