My ideal client is a fee-only financial planner who is career focused, yet equally devoted to their family, friends, and/or passions…someone who works hard so that they can play hard.
A planner who is organized or whose goal is to become organized so that we can work as a team efficiently, with a commitment to minimizing last-minute emergencies.
A person who is as respectful of my time as I am of theirs, scheduling and planning assignments in such a way that I am allotted enough time not to rush assignments, guaranteeing that I can deliver the best work possible.
Someone who is comfortable using modern technology and/or is willing to learn.
I have worked with clients who are members of the Alliance of Comprehensive Planners and the Garrett Planning Network, as well as independent planners.
If that’s you, let’s talk about whether we’re a good fit to work together. You can schedule a complimentary get-acquainted call here. I look forward to connecting with you!