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

Business Names

Pacific Port Financial

by spunkymunky

Pacific Key Financial

by spunkymunky
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