The Role Of A Trusted Advisor

client planner adventure map

Before we decide to take on a new client, we want to make sure the prospect is someone we would want to have a lifelong relationship with.

We view ourselves as a guide or Sherpa that will walk alongside our clients on their life-long adventure map.  We consider this an incredible privilege.

We view the most important part of the plan is the “monitor.”  We know that life events will happen and that during those times, we must revisit the plan or “adventure map” and make appropriate changes.

The average client will have 10+ life events (new job, house, marriage, children, inheritances, retirement, etc…) during their lifetime.  This means a lot of adjustments will need to be made to pursue optimal outcomes!

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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