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YOUR NEEDS
YOU ARE...
Leadership role within your company, or soon expect to.
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Have neither the time nor mental energy to properly manage your increasingly-complex finances; your career and/or family fully consume those scarce resources.
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Generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off.
Would be eager to outsource your portfolio management, financial planning, and tax decisions to a trusted expert but have never met an advisor or firm worthy of the role.
YOU ARE SEEKING
AN ADVISOR WHO...
Shares a similar drive and passion for what they to do.
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Develops a holistic plan that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.
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Understands the nuances of your career arc and financial situation deeply enough to accurately build and continuously refine projections of your household net worth.
Invests in a diversified, low-cost, tax-efficient manner.
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Proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden.
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Fiercely protects your time.