Our ideal clients and what they expect from us
You...
- are a mid-career professional working in I.T, Finance or Management
- have neither the time nor mental energy to properly manage your increasingly-complex finances; your career and/or family fully consume those scarce resources.
- hold a leadership role within your company, or soon expect to.
- are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a scam.
- would be eager to outsource your portfolio management, financial planning, and tax decisions to a trusted expert but have never met an advisor or firm worthy of the role.
You are seeking an advisor who...
- Shares a similar academic and professional background to your own
- Invests in a diversified products in a tax-efficient manner and fiercely protects your time
- Develops a holistic plan that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.
- Understands the nuances of your career and financial situation deeply enough to accurately build and continuously refine projections of your household net worth.
- Provides all of your needed tax services so that you don’t have to maintain a separate relationship
- Proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden
