IDEAL CLIENT PROFILE:
WE WILL AGREE TO WORK WITH POTENTIAL CLIENTS WHO RESONATE WITH THE FOLLOWING:
- Our clients are financial “delegators”. These are people who choose to hire professional help with their retirement planning and investment oversight. They do it, not because they can’t do it on their own, but because they want to free their time to concentrate on what matters more than money. As delegators, they implement our advice quickly and gladly.
- Our clients are happy to use the “Buckets Approach to Retirement Planning” (click link to play video overview)
- Our clients are open to new ideas and out of the box thinking about how to optimize their retirement outcomes
- Our client are fun, easy to get along with, and positive
- Our clients focus on the long term results and not short term investment performance or fees
- Our clients have disciplined money management habits and are not plagued by onerous or recurring debt
- Our clients value advice that comes from an independent, CERTIFIED FINANCIAL PLANNER™ who does not represent any product company or the interests of any financial institution higher up the chain
- Our clients have a minimum of $500,000 of investment assets
WHAT YOU’LL RECEIVE AS A CLIENT:
- A written blueprint and game plan for how you will use your financial resources to create your desired retirement income and accomplish your goals with a step by step plan of action
- 24/7 access to your financial plan
- 24/7 access to all your accounts through a single, secure login to view account balances and performance
- Regularly scheduled progress meetings with the same CERTIFIED FINANCIAL PLANNER™