I am leading a small team of financial advisors supported by our exceptional staff. The financial planning business that I own is built on trust, elite service and a repeatable experience that exceeds our clients' expectations. I am personally working with 100 enjoyable clients that find my work with them meaningful. The business is receiving $1M/year in reoccurring fees for our expert advice and $1M/year for professional investment management. This allows us to enjoy a balanced lifestyle that has plenty of time for our work as well as our families, personal endeavors and community.
- Work/Life balance
- Balance between investment and insurance protection for clients
- Educate clients including pros/cons and tradeoffs
- Equilibrium
- Relationships are important
- When I meet with clients, I hope that by the end of the conversation they have a higher level of trust. So they go from being nervous at the start of the conversation but at the end they feel good about what we have discussed.
- Journey
- Money is a means not an end
- Competent of what they are doing
- Set this up for next generations to take the business, so it is an enduring business
- Consistency and continuity
- We want to be a brand that clients can count on
- Clients feel that we are mutually working on something together
- How clients would describe us: trustworthy, diligent, caring , seeking to understand, ask good questions, patient, organized, structured, have a process toward advice that we take at the clients pace, tailoring the process to them and are an extension of their family

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by spunkymunky

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