There are a number of attributes my clients share that make for a successful long-term relationship.

Hiring a fiduciary advisor

My clients know the value of a fee-only advisor providing advice in their best interests.  Every client contract includes a fiduciary oath.  

Good at saving and spending

Although most of my clients wouldn’t consider themselves “wealthy”, they have saved a nest egg of at least $750,000.  They have done this through consistent saving and managing spending.

Willing to delegate

Knowing that financial success is too important to be doing it themselves, clients seek the guidance of an advisor.  They want an advisor that they can count on to manage and coordinate their financial pieces while they focus on living their best life.

Nice people

I tell my friends, colleagues, and anyone who will listen: “I really have the greatest clients”. My clients are genuinely nice people and great to work with.