Leadership role within your company, or soon expect to.
Have neither the time nor mental energy to properly manage your increasingly-complex finances; your career and/or family fully consume those scarce resources.
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.
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.
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.
Proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden.
Fiercely protects your time.