Clients.

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Audition

Are we a good fit?

1. Do you want a separation of powers between who creates your plan and who executes the subsequent products and services?

2. Do you want to maintain control of your assets while still retaining access to professional financial planning?

3. Do you like to place in money into assets other than financial services products?

4. Do you see value in having a fellow entrepreneur help you navigate your financial future?

5. Are you attracted to ventures that create a cycle of intense work followed by a pause before the net project?

6. Do you visualize a retirement with ongoing gigs?

7. Do you want the flexibility to adjust fees you pay for financial advice as your planning needs evolve?

8. Do you want to eliminate the conflict of interest that can derive from financial advice that is paid for by commissions or by a recurring fee as a percentage of your financial portfolio?

9. Do you have more than one source of income? Does your income fluctuate?

10. Do you seek more than financial statements to include a program with ongoing one-on-one communication, mutual learning, and access to a network?