WHO WE WORK WITH
Before we talk stocks
Your relationship is the most valuable asset you have (and you know that already)
We're here to make it even stronger.
In this case, power =
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healthy communicators
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aligned on goals
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mutual respect
in this case, average =
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run-of-the-mill financial planner (the one who doesn't remember you)
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a fairly predictable approach to their resources
30s, 40s,
50s-ish
Advanced (or advancing) in life + careers, not that close to the 'typical' retirement stage.
High
earners
Typically have household income above $400K, and/or investable assets of $1M+, kind of place.
Received an inheritance
Some kind of unexpected or atypical windfall, like an inheritance, annual gifts, things like that.
sound like you? great. let's chat + stuff!
Is it possible to retire sooner? Or take a lower-paying job?
Let's look at all your accounts and see what we can maximize to give you more built-in flexibility.
Maybe you can start a business, or work less? The possibilities...
"we just kind of...spend, and save, and don't really think about it..."
Don't feel bad – that's normal. We'll bring structure, organization, and a sense of "you" into it, so you can move forward thoughtfully.
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