Are we a good fit for each other? If you see yourself in most of the qualities below, we encourage you to contact us for a complimentary discovery meeting to explore your options.
Fee-Only Wealth Management For:
- Successful couples nearing retirement & wanting financial independence. Are we ready? How do we make the most out of retirement?
- Women in transition including widows. inheritance, retirement, career change, and divorce.
Passionate About Goals
You realize that achieving your goals requires both money and planning.
You enjoy the simplicity, freedom, and peace of mind that comes from having all of your financial assets under the watchful eye of a single, trusted advisor.
Focus On What’s Important
You delegate financial matters so you can focus your valuable time and energy on the things in your life that are most important to you.
Net Worth Personality Type
We generally work well with family stewards, independents, phobics, and anonymous personality types. Not sure what type of personality you are? Find out here.
You have cash sitting around and are not sure what to do with it. You aren’t sure of the best place to save. You haven’t explored what opportunities you should take advantage of.
Can Handle The Truth
You want to hear the truth from us regarding your financial situation…no matter what.
Have Been Saving or Have the Ability to Grow Your Savings Quickly
Amount of Investable Assets: Generally, $1 million to $10 million in investments