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 is 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 is willing to follow our proven process
  • Willing to expediently implement the plan once completed
  • Connected and using the internet
  • Net worth of approximately $1M or greater,¬†and investable assets of¬†$500k or more (brokerage, 401k, 403b, 457, IRAs, RRSPs, LIRAs, etc.)