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OUR IDEAL CLIENT

• You are in the wealth-building phase of life (25 – 55, 10+ years of employment remaining).

• You have chosen an independent life over a safer – but less interesting – path.

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

• You are proactive, intentional, and ready to engage.

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

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

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

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