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OUR IDEAL CLIENT

• Is in the wealth-building phase of life (25 – 55, at least a decade of employment remaining).

• Has chosen an independent life path over a safer, but less interesting path.

• Seeks an advisor to help align money decisions with values and life goals.

• Is proactive, intentional, and ready to engage.

• Seeks an advisor to help simplify, demystify, and reduce stress from money decisions.

• Is enthusiastic about building a future based on core life values.

• Seeks an advisor who can see both the big picture and the nitty gritty.

• Has financial means in line with our current minimum fees of $2,400 per year.