You are open to a trusted advice relationship
This also extends to mutually respecting each others time, requests and our processes so everything just works better!
You have some financial complexity
In most cases you are seeking financial advice as a result of feeling like you do have some financial complexity or uncertainty in your life.
We can add value
The value of having someone who has a vested interest in you and understands your financial complexities, beliefs, values, hopes, abilities and objectives.
You are enjoyable & respectful to work with
We want every meeting and interaction to be an enjoyable experience for everyone!