If you see yourself in these statements, you are probably a good fit and are an ideal client.
Our ideal client is a woman or families seeking a long-term personal financial planning and asset management relationship. The individual or couple is ready, willing and able to take control over their financial lives and recognizes the need to outsource to a qualified and trusted financial professional so that they can focus on what they enjoy and do best.
Our Ideal Client is a delegator and has the desire to use their time for other endeavors in life that are more rewarding than managing their portfolio. Responding to voting proxies, reading annual stock or fund reports, researching market conditions, determining appropriate investment allocations, harvesting losses, determining when to take gains, building out tax-efficient strategies to take distributions in retirement are the last things you are interested in keeping up with.
Our Ideal Client is someone who values professional advice, counsel and guidance. Our Ideal Client recognizes his or her own weaknesses and realizes they are not experts in everything. They value having a back office support system in the form of a personal financial planning and investment advisory firm to assist with managing all the intricacies of account maintenance and management. They value the quarterly reporting and the ability to reach and promptly receive assistance when they call or email.
Our Ideal Clients seek our advice, expertise and judgment. They are wanting and needing a financial roadmap to help create a financially healthy balance in life. Some require a form of financial therapy and clarity regarding their relationship with money, family members, spending and differences in money styles between spouses. Still others want to make sure that their spouse and/or children will be taken care of when they die. For many clients, we serve as part of their financial life succession plan.
Our Ideal Client seek more than just “the numbers” in a plan or portfolio. They value a holistic approach and often times seek counsel on careers, major purchases or expenses, raising financially responsible children, dealing with unexpected health events, changes in tax laws, and issues of death and dying.
Our Ideal Client value transparency and a fiduciary standard of care. They recognize that a fair fee is one that is willingly paid and accepted with neither party losing gratitude. They also recognize that “TRUST and Peace of Mind” has a value and they know that as trusted financial advisors who follow fiduciary guidelines, we hold their interests above our own. Our Ideal Clients will always have our best efforts on their behalf.
Our Ideal Client understands that life is too short to work with people you do not enjoy. Hence, our Ideal Clients are nice people who see themselves as nice people and also prefer to work with those they enjoy. They have a sense of humor, has a spiritual connection to The Most High God and treat us with respect when they are treated with respect.
Are you our ideal client? Some of our Ideal Clients may fit in the below demographics.