It’s attitude, not finances that make our ideal client. It’s not about what you own, but what you aspire to achieve. It’s not about how much you make, but your passion to reach your potential. It’s not about your financial acumen, but your willingness to learn and act.


  • A desire to live a more meaningful life

  • An open mind and a willingness to creatively brainstorm with us--to engage in a continuing dialogue about the goals that drive their life values

  • A willingness to make a shift in behavior if it furthers their long term goals

  • Recognition that we don’t have all the answers and that life’s journey is not predictable and one that will evolve and adapt to the inevitable changes in your situation over time.

  • Realistic investment objectives and a willingness to clearly communicate those expectations to us

  • Sufficient trust in us and our advice that you commit to ignoring financial noise (CNBC, financial magazines, well-intended co-workers, friends, relatives, and neighbors)

  • A commitment to hold up your end of the engagement by delivering financial information and completing the necessary tasks in a timely manner

  • A recognition that big goals can be achieved by making small changes consistently over time

  • A desire to organize your finances, understand your situation, and develop a plan to achieve your goals