89 | We Are Probably a Good Fit if You…

The most important thing we can do is ensure that we will work well with one another.

If we're not a good fit, we will both eventually regret it.

This business is different from any other financial planning business you have ever encountered.

It is intentionally designed to achieve different outcomes, but it is not for everyone.

We have found that there are certain desires, characteristics, and feelings that many of our clients have that make them a good fit.

All of them may not resonate, but if a few do then maybe it's time for us to connect.

We are probably a good fit if you:

Desire…

• To think of money as a tool to drive purpose and meaning instead of a permanently scarce resource on an imaginary scoreboard
• To pursue work that is more than a paycheck that leaves you counting down to your retirement date
• To talk about more than just investments, insurance, and/or certainty-promising retirement projections
• To buck the 9a to 5p work culture, live in a new place, switch careers, start a new business, or navigate a life transition
• To stop paying 1+% on your managed assets and still wonder what to do with the rest of your finances (even the most altruistic advisors can feel like asset gatherers!)
• To fundamentally change your relationship with money (easiest with folks in their 30s and 40s or the most nimble-minded in their 50s and 60s)

Don't know...

• The first question to ask
• Where exactly you want to go (we'll help you figure it out...over time)
• Where the goalposts are (few people do)
• How to keep the goalposts from constantly moving (you are not alone)
• Anything about investing or "the market"
• Why the dollar amount of your assets impacts how much you have to pay for advice from most other financial advisors

Are tired of...

• Trying to categorize your spending or set budgets only to be discouraged when you run out of energy to keep it up
• Feeling like the questions in your head are not appropriate to ask out loud
• Financial jargon and fearmongers
• "Comprehensive" and "holistic" planning only speaking to your investments
• Long lists of complicated recommendations that you can't get done
• DIY'ing your finances because the endless research inevitably goes in circles (and that second guessing though!)
• That feeling of leaving a meeting with an advisor and feeling like you should understand what was discussed better than you do

Feel...

• Like your income keeps growing and you keep saving, but your feelings about the future aren't changing
• Like conversations about money, particularly with people you love the most, are hard to have
• Like you’re getting a lot of conflicting advice from a lot of different parties
• Overwhelmed by the options and decisions that you have to make about money
• Inspired to change the money stories and scripts that play on repeat in your head
• Coachable and open-minded

Appreciate...

• That investments aren't the secret to financial well being
• Numbers taking a back seat to real life
• Conversations and questions more than analysis and projections
• Rolling up sleeves instead of shooting the breeze
• That simple things can still be hard to do
• That neither you or I can predict the future
• That you'll have to want it for yourself more than I want it for you (keep reading the blog if you need to appreciate how much I want it for you!)