Working with us:
- You are someone who desires to have a more successful financial life.
- You have an open mind and are willing to creatively brainstorm and engage in constructive dialogue about the goals that drive your life values.
- You understand that there are many alternatives and are open to exploring an array of choices.
- You are willing to make changes in behavior if doing so will serve your long term goals.
- You are open to viewing me as your Big Picture advisor for your financial life.
- You recognize that I don't have all the answers, and that financial planning is not an exact science.
- You are willing to commit to providing me with applicable financial information and to respond to requests for information in a timely manner.
- You recognize that big goals can be achieved by making small changes consistently over time.