We’ve learned a lot from our clients over the years, and it always begins with learning their story and what money means to them. If you’re ready for a simple but sophisticated and meaningful approach to connecting your money to your story, we’d love to hear from you. Use the form below to email us and schedule your complimentary introductory call or simply click here to learn more about our Getting Started Process.
Before you do though, we thought it would be helpful to explain a little more about the who we work with and some common questions they typically have for us (as they might be similar to yours). A good fit for us is someone that knows the importance of saving, they're typically within 10 years of retirement (or thereabouts) and have accumulated at least $250,000 in investable assets. They know enough to be dangerous but also know when it’s time to call in a professional because they value family time in their lives as opposed to managing personal finances and investments.
If that sounds like you, then we can't wait to talk!