Are we a good fit?

Below are some indicators that may help you decide

You Have Preference for Engaging

You Are Prepared to Engage & Collaborate

You Embrace Core Financial Habits

You are Responsive to Requests

You are Looking for a Team that Cares for Your Family

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.

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You Are Prepared to Engage & Collaborate

You are prepared to fully engage in the collaborative process of discovery, and good financial decision making.

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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
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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.

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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.

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If you feel that we are a good fit for you, let’s get started.

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