Our Ideal Client Profile


I count it a blessing to build my practice by attracting friends instead of pursuing strangers. The majority of new clients are recommended by our existing clients. This is one of the best compliments I can receive.

Occasionally, clients ask, "What are the characteristics of an ideal client?" We are most successful helping people that:

  • Already have (or desire to set) goals because they are genuinely concerned about their financial future and are ready to take action to reach those goals.
  • Have the ability to make decisions and stick with them.
  • Have a sense of humor.
  • Are open-minded and interested in new ideas.
  • You share a mutual respect for.





"Don't let the fear of the time it will take to accomplish something stand in the way of your doing it. The time will pass anyway: we might just as well put that passing time to the best possible use."  --Earl Nightingale