Are we a good fit?
You Have a Preference for Engaging
You have a preference for engaging in the financial planning process, believing that thinking about, and preparing for, the future, is time well invested.
You Are Prepared to Engage & Collaborate
You are prepared to fully engage in the collaborative process of discovery, and good financial decision making.
You Embrace Core Financial Habits
You understand and embrace the following core financial habits:
- Spend less than you make
- Maintain a reserve
- Make and implement long-term plans
- Avoid debt
- Generosity with your time, talent, and treasure
You are Responsive to Requests
You are responsive to requests for information and conversation, understanding that proactivity on our part requires responsiveness on your part.
You are Looking for a Team that Cares for Your Family
You are looking for a team of professionals who care about you, your family, and your situation, not just your assets, a team who is proactive in helping you achieve your preferred future, and a team who is responsive to your needs, questions, comments, or concerns.
If you feel that we are a good fit for you, let’s get started.