{"id":47183,"date":"2022-11-07T15:30:18","date_gmt":"2022-11-07T15:30:18","guid":{"rendered":"https:\/\/fi-nancialplanner.com\/?page_id=47183"},"modified":"2022-11-07T15:43:59","modified_gmt":"2022-11-07T15:43:59","slug":"ideal-client","status":"publish","type":"page","link":"https:\/\/fi-nancialplanner.com\/index.php\/ideal-client\/","title":{"rendered":"Ideal Client"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

My Ideal Client<\/h1>\n

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<\/div>[vc_column_text]There is a adage in the financial planning industry: an advisor’s clients are usually in the same stage of life as the advisor.\u00a0 This rings true to me as I am best able to understand the needs, anticipate questions and plan for the future when the issues are things I’m already thinking about![\/vc_column_text]
<\/div>[vc_column_text css=”.vc_custom_1667832093743{margin-right: 50px !important;margin-left: 50px !important;border-right-width: 5px !important;border-left-width: 5px !important;padding-right: 5px !important;padding-left: 5px !important;background-color: rgba(33,168,40,0.2) !important;*background-color: rgb(33,168,40) !important;border-radius: 5px !important;}”]For that reason, I have found I work best with professionals who are in their mid-twenties to mid-forties, with a young family or planning on building a family.\u00a0 With daughters in preschool and elementary school, we\u2019re in the same boat![\/vc_column_text]
<\/div>[vc_column_text]At this stage in your life, you need to save toward multiple goals, including reaching financial security and ultimately independence as well as your children’s education.\u00a0 You must also make sure your foundation is solid with estate planning and insurance.\u00a0 You have plenty of opportunities to optimize your life with taxes, spending and paying off debt.[\/vc_column_text]
<\/div>[vc_column_text css=”.vc_custom_1667832212003{margin-right: 50px !important;margin-left: 50px !important;border-right-width: 5px !important;border-left-width: 5px !important;padding-right: 5px !important;padding-left: 5px !important;background-color: rgba(33,168,40,0.2) !important;*background-color: rgb(33,168,40) !important;border-radius: 5px !important;}”]I have first hand experience with all the above and really enjoy thinking through building up from a solid foundation, optimizing as much as possible and looking ahead to financial independence.\u00a0 As life changes, I\u2019ll be there to help think through the options, pick the best course and make sure we\u2019re still aligned with your long term goals.[\/vc_column_text]
<\/div>[vc_column_text]Some clients like to delegate responsibilities, others prefer to implement planning strategies themselves.\u00a0 All of my clients commit to following through on the action items we identify together.\u00a0 I will provide accountability.[\/vc_column_text]
<\/div>[vc_column_text css=”.vc_custom_1667832717010{margin-right: 50px !important;margin-left: 50px !important;border-right-width: 5px !important;border-left-width: 5px !important;padding-right: 5px !important;padding-left: 5px !important;background-color: rgba(33,168,40,0.2) !important;*background-color: rgb(33,168,40) !important;border-radius: 5px !important;}”]We will have To Do Lists that come out of every meeting and can work together to check things off our list.\u00a0 There is value in the planning process, but the real benefits come from getting things done![\/vc_column_text]
<\/div>[vc_column_text]Because life is changing all the time, our goals change pretty often.\u00a0 Values around money are usually pretty consistent.\u00a0 We will identify your values around money, time based goals and reprioritize as the world changes.\u00a0 “Planning” <\/em>is more important than “The Plan.”\u00a0<\/em>[\/vc_column_text]
<\/div>[vc_column_text css=”.vc_custom_1667833185161{margin-right: 50px !important;margin-left: 50px !important;border-right-width: 5px !important;border-left-width: 5px !important;padding-right: 5px !important;padding-left: 5px !important;background-color: rgba(33,168,40,0.2) !important;*background-color: rgb(33,168,40) !important;border-radius: 5px !important;}”]I want to build long term relationships with clients and families, we will all grow, solve problems and reach goals together.\u00a0 Without a relationship and knowing each other’s values, it is impossible to do holistic planning – otherwise it is a static plan that will be outdated in months (or days!).[\/vc_column_text]
<\/div>[vc_column_text]Life is too short to work with people you don’t enjoy.\u00a0 I enjoy working with positive, kind and honest people.\u00a0 If you’re excited about finances, me too!<\/p>\n

My ideal clients are nice people who prefer to work with nice people.[\/vc_column_text]

<\/div>[vc_column_text css=”.vc_custom_1667833535384{margin-right: 50px !important;margin-left: 50px !important;border-right-width: 5px !important;border-left-width: 5px !important;padding-right: 5px !important;padding-left: 5px !important;background-color: rgba(33,168,40,0.2) !important;*background-color: rgb(33,168,40) !important;border-radius: 5px !important;}”]If all of this sounds like a good description of you and what you are looking for in a planner, I would love to speak with you!\u00a0 Once you fill in this New Client Questionnaire, I will follow up quickly with a link to schedule an introductory call![\/vc_column_text]
<\/div>[vc_btn title=”Introduce Yourself!” color=”success” align=”center” i_icon_fontawesome=”far fa-handshake” add_icon=”true” link=”url:https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2F1XTHAQ2_HJopZMj7L7oUQML7pF2lQhEoPkbvz51G4eqI%2F|target:_blank”]
<\/div>[vc_separator border_width=”2″][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text] My Ideal Client [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator border_width=”2″][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]There is a adage in the financial planning industry: an advisor’s clients are usually in the same stage of life as the advisor.\u00a0 This rings true to me as I am best able to understand the needs, anticipate questions and plan for the future when the issues are things I’m…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-47183","page","type-page","status-publish","hentry","description-off"],"yoast_head":"\nIdeal Client - FI-nancial Planner<\/title>\n<meta name=\"description\" content=\"There is a adage in the financial planning industry: an advisor\u2019s clients are usually in the same stage of life as the advisor. 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