WHO WE SERVE
Since starting our firm in 2011, we have worked to help our clients plan for and manage their financial future. Our clients represent a wide range of backgrounds and professions – from business owners and corporate executives to teachers and retirees. Each client is unique, but what they have in common is a desire to achieve their goals and lead a life of fulfillment.
For us, and our clients, financial planning is a lifelong process. It begins with developing an initial financial plan and then implementing it. Beyond that, the plan needs to be monitored and adjusted due to the changes in life that each of us go through.
In our experience, clients with the following characteristics are most likely to benefit from our services:
- Have investable liquid assets of at least $500,000 or combined annual income of at least $150,000
- Commitment to our process
- Desire a mutually beneficial partnership
- Value long-term relationships
“Action is the foundational key to all success.”