Everyone’s situation and style is unique, but our average clients generally share many of these characteristics:

• Amiable Delegator – want to delegate their financial matters to a professional once trust is established and maintain a pleasant relationship.

• Completely comfortable sharing all aspects of their financial lives.

• Open to the Life Planning approach of financial planning.

• Annual household income of at least $150,000 and/or $250,000-$25 million net worth.

• In the accumulation phase of their lives, generally age 30 – 55.

• Want/need professional advice in multiple areas such as retirement, estate, tax, business, cash flow, investment, college and insurance planning and analysis.

• Understands the benefits of working with an independent, fee-only firm.

• Are willing to pay a fee for professional advice.

• Specific profiles would include: physicians, executives, business owners, professionals, divorcees and widows.