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.)