In addition to having developed and refined our proprietary process, The MAP FORMULA, we have become aware of the clients we are most suited to partner with and serve.

As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.

OUR IDEAL CLIENTS:​

• Value relationships based on mutual trust in and service to one another

• Have confidence in someone other than themselves to handle their wealth management needs

• Empower us to do our best for them; they don't micromanage

• Believe in the importance of creating a plan and letting the process generate results over time

• View our firm as a partner committed to ensuring their financial success

• Have a general sense of how the market works and are able to tune out the noise

• Are enlightened about their own paths to financial independence, listening and remaining open to ideas and experience

• Have gratitude for today and ambition for tomorrow