Solid relationships are the foundation for sound investment.
“When can I retire?” That’s often the first question we get from clients, and it’s a good one — but it’s only the start of a longer conversation.
When you can retire has everything to do with your values and what you want out of life. That’s why we spend more time talking to our clients about their goals and aspirations and less about the inner workings of financial instruments.
We talk about those things, too, but we don’t ever lose sight of the fact that — for our clients — accumulating capital isn’t an end in itself. Money is a tool to help them lead the lives they want.
Those lifetime desires and expectations vary for every one of our clients: They might involve travel, putting kids through school, leaving behind a legacy, or something completely different. It’s a lifelong conversation that we start on the very first day.
We take our relationships seriously — and we have a long track record of aligning our clients’ financial goals with their life goals. If you think you might be our type of client, we’d love to work with you.
Give us a call or email to start a conversation:(425) 453-6353, firstname.lastname@example.org