Ideal Client Profile
While every client's story is unique, the people we work best with tend to share a few qualities that make the journey smoother, more meaningful, and yes—even enjoyable:
Respect
We value clients who respect our guidance, just as we honor their experiences, priorities, and decisions.
Responsive
Our best relationships are with engaged clients who respond promptly, share information, and follow through—as we strive to do our best work on their behalf.
Coachable
They're open to guidance, willing to adapt, and value having a respected partner's perspective.
Kind
We believe kindness goes both ways. Our team brings warmth, patience, and care to every interaction, and we deeply appreciate when clients approach us in the same spirit.
Zest
A shared sense of humor helps build rapport and reminds us all that while money is important, life is meant to be lived.
