Serious about making smart choices with their money.
Cares for family, community, and someone or something other than themselves.
Trusts us to assist their family members, friends, and associates who fit our ideal client profile though personal introductions.
A financial delegator so they can spend time doing more meaningful things in life.
Realizes financial planning is about quality of life and not how the latest "hot pick" of the month is performing.
Committed to developing and implementing a customized written financial strategy.
Gives us permission to hold them accountable.