People who enjoy life and appreciate doing activities that they find meaningful. As a financial delegator, you can free up your time and headspace to, in some of our clients’ words: “take a Mediterranean cruise…decorate our house…explore hobbies…travel when I want…self-actualize…go sailing…experience other cultures …go on a bed and breakfast tour to see the fall leaves…buy an airplane and fly it… spend time with my granddaughter… get an RV and travel…buy fabric and sew. ” 

People who see the advantage of having a team to guide and support them in their financial decision-making. You like the fact that there is someone who has an overall view of your financial and life circumstances. You appreciate a coach to help you stay on track through the twists and turns of your life’s journey, someone who implements the investment selections that will help you reach your established goals.

People who care about family and community and believe in giving back. Our clients have stated this in various ways: “share with loved ones…take care of the people I love…be a mentor…help children, family, and charity…do for the community and for the world community…make a difference…do volunteer work…live a life that is valuable…use my experiences to help other people.”

People with a minimum annual household income of $75,000 (single) or $100,000 (couple), and who have $250,000 or more of investable assets.