Our Ideal Client who receive the most benefit and with whom we work most effectively with have these characteristics

• are open-minded
• are trustworthy and able to trust
• care about their families, friends and the community
• are passionate about achieving their goals through both planning, and making smart choices about money
• understand that there is no shortcut to any place worth going
• will focus and take action on activities to get them to where they want to be
• appreciate being told the truth, value honesty and act on sound advice
• understand the value of true professionals and are willing to compensate them for their expertise
• want to simplify their life by delegating their financial matters to competent trustworthy professionals allowing themselves to focus on what’s important to them
• will trust me to assist their friends and family members who fit my ideal client profile by introducing me to them

Once we reach our goal of 93 Ideal Clients we will no longer accept new clients and will exclusively serve our Ideal Client Community.