An important goal of mine has always been to have a practice that was manageable in size…A practice where I am the primary contact person to my clients. Where I strive to have in-depth relationships with each one of my clients to best understand their goals, desires, and ambitions as well as their financial situation, other planners just don’t have the time.
Just as you would interview me for a long-term relationship, I will evaluate the information you provide to determine how my services fit your needs and objectives. For my existing clients’ benefit, I limit the number of new clients each year. It is my goal to connect with and care deeply for each existing client and ensure the same level of care for new clients. Typically, we work with families with a minimum of $1 million of investable assets.