businessName
General
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
