Our Client - YOU!
No person or business is all things to all people, and that's what makes for interesting capitalism in our society. For example, depending on your tastes and disposable income, your choice of restaurant for eating out might be a fast-food franchise (emphasizing lower price, speed, and convenience) or a posh steakhouse (emphasizing food quality, service, and an experience).
Depending on your needs, you might be asking if we are a good fit for you and your family. As we'd love to work with as many people as we can, it might be helpful to give you a sample of the clients with whom we collaborate. One or more of them might sound like you!
The Gist of It All...
The general thread in the above descriptions is one of both planning and collaboration. Sometimes, before you can garden, you need help in preparing the soil, planting the seeds, knowing when to prune, et.al. Thus, our highest level of value to our clients is helping them both with their garden and to garden for themselves in the future. There's no requirement that you ever have to go it alone, of course, but good planning gives you the option of being able to do so if you wish!
So, if you are still unsure, or want to run a situation by us, or just want to chat to get a feel for who we are, give us a call!
And yet, we're not for everybody...
We aren't the financial planner for everyone. Some clients might be looking for services that we can't or won't provide. This is a short list of those products or advice topics, and we mean no disparagement in listing them. We only wish to make you better informed before you visit with us: