Becoming A Client

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. In your experience, have you received better service when you have worked with the owner of a business or an employee of it? In this industry, working with the owner is actually a rare experience. While I currently work with over 80 families, many of my contemporaries, with comparable experience, have over 150 clients. Does that make them better financial planners? I personally do not think this to be true. However, it does tell me a few things. 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 net worth of $1 million dollars.