Free 30-Minute Consultation
Want to find out:
- How will I really benefit from a financial plan?
- Is this the right time for me to create my financial plan?
- I know I need help, but which option is best?
- Are we a good fit to work together?
I am very selective on who I take on as a new client. I only want to work with people that are serious about their life goals, that will be open with me, and where we like to work together. I am more concerned about sincerity than size of portfolio, because my clients can build a large portfolio relatively quickly.