A
About You
who we
best serve
This section is truly about who you are. We could have spoken about our accomplishments, certifications, books, and experience, but your financial journey is about one person and one person only: you.
We want to make a happy difference in the lives of every family that we work with, thus we only work with families who we can serve best.
Our ideal clients
Know the value of trust and
that trust is priceless
Are trusting
Want trusted advisors to
tell them the truth, not a salesperson
Want to beat lifestyle inflation
Want to maintain multi-generational wealth
Want to leave a legacy and
make a real difference in the world
Never want to worry about money
Want to live a life they have imagined with their money
We all have blind spots,
and by definition,
we can’t see our own.
Let me give you an example.
One time, I was having a conversation with a friend of mine. Let’s call him Dave. Dave was a retired investment...
Let me give you an example.
One time, I was having a conversation with a friend of mine. Let’s call him Dave. Dave was a retired investment banker who really knew his way around money. If anyone knew how to invest, it was him. But he was looking for help managing his portfolio. I asked him, “Dave, of all the people I know, you’re in the best position to deal with your own money. Why do you need help?”
Dave replied, “I could manage my own money, except for the ‘I’ part.”
He recognized that when it came to his own money, he had blind spots. He recognized the value of having someone else help him see the mistakes he might make.
This is an important point to understand: You don’t hire a coach, a financial advisor, or a consultant because you’re stupid. You hire one because they are not you… and by definition, that means they will see things about you that you cannot see about yourself.
And that, my friends, in and of itself, is invaluable.