Ideal Client

In our experience, the client who meets the following criteria will benefit the most from our services:

	Desires a close working relationship with us and willing to delegate.
	Makes friends easily and willing to share of themselves, expecting the same in return.
	Has some lead time before their plan is needed.
	Believes in our comprehensive financial planning approach and willing to follow our proven process.
	Willing to expediently implement the plan once completed.
	Connected and using the internet.
	Net worth of $1M or greater comprised primarily of investment assets, 401k, 403b, 457, IRAs, rental properties, etc.