True wealth is discretionary time, and our Ideal Clients realize that there are more important things in life than spending time worrying about their money. We are financial organizers practicing Values-Based Financial Planning. As a result of working with us, our clients align their financial decisions with their most important goals and most deeply held values. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keeping it that way forever. Imagine...having a 10 level of confidence that, no matter what happens in the markets, the economy, or the world, you will achieve your goals. What would that be like?
Our Ideal Clients include financially successful families, individuals and business owners who are passionate about achieving their goals and who are committed to making a difference by improving the quality of their lives and the lives of others. They are financial delegators who understand true wealth is discretionary time, and they are happy to pay our fee, which doesn't impact their ability to achieve their goals.
That said, we believe everyone would benefit from knowing about Values-Based Financial Planning, whether we choose to do business with each other or not. To this end, we look forward to chatting with you about what's important about money… to you.