OUR CLIENTELe

Our clients are professionally savvy individuals that know they should be spending more time focusing on their finances…

They are open-minded and curious about planning for the future and want to learn what it takes to build a successful, long term financial plan in the most cost effective and efficient way.  They realize they should not and cannot do it on their own.  With that said, they have not been able to find a place to get truly unbiased, conflict free advice and guidance.  

They are not looking to make a quick buck and understand that timing the market is a fools game and a long term strategy that simply does not work.  

They do not mind paying fair fees as long as they are getting value on a consistent basis.  

They do not want to be sold products or solutions that do not make sense for them.

They know that financial planning is an ongoing process with many moving parts and pieces and not a one time or one size fits all type of solution.

Our clients value a friendly, confidential, experienced professional they can trust to know the details of their financial lives and goals and help them make financial decisions and choices for the betterment of their situation.  

They value personal support, consistency and encouragement in managing their financial picture and helping them make prudent choices relative to their finances and life in general.

Lastly, my clients prefer to have a fun, constructive and long term working relationship and I prefer the same.