...& Why Some Might Not

We realize the way we do business is not for everyone, & that is okay! That’s why we are upfront about what we do not do….like, seminars. We don’t do those! We don’t put out podcasts. We don’t have a social media following, or advertise. We don’t do software generated financial plans or run simulations. We prefer not to Zoom (but will if you insist), as there’s a level of connection that just isn’t quite the same behind a screen. We don’t categorize clients by level of money, or have a finite number of meetings or calls built into the calendar. We don’t always have a set schedule. We don't take ourselves too seriously.

Our hope is that we are a great fit for some people, but realize that no one is a perfect fit for everyone.