90 | We Are Probably NOT 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.

We have also found that there are certain desires, characteristics, and feelings that serve as red flags for starting a relationship.

We are probably NOT a good fit if you:

Desire…

• Stock tips and speculative shop talk or someone you can call your "investment guy"
• Detailed calculations predicting the future or a promise that you'll be able to retire in a certain month in 22 years
• Complex solutions and products that you don't understand
• Control more than curiosity
• To see invested dollars only go up in value without any seasons of down along the way
• To continue paying fees to your advisor out of your account because even if they're exorbitant at least they are out of sight and out of mind

Don't know...

• How it's possible to have success with money without being in tune with where the market has been, where it is, and where it's going next year
• How you could have a real conversation about finances outside of a conference room setting
• How behavior could possibly have a greater impact on our well being than the newest tips, tricks, and tactics
• If you can trust seven colored bars to tell your financial story more completely than any other tool you've ever used

Are hesitant to...

• To block out the noise of financial social media or your most financially vocal family member or friend or CNBC
• Entertain the idea that "more" might not be the only solution
• To share all of your finances with a single person or log into an account online and share your screen in order to gather the most useful information

Feel...

• Like it's possible to game the system
• Like you should be able to figure out money on your own because, if you can't, you're not doing your job
• Like paying someone to help you make financial decisions is an expense instead of an investment
• Like a political administration is the biggest threat to your future financial well being
• Like a "one time" plan or conversation is all you need to get the ship headed in the right direction
• Like it is a waste of time to talk about the non-numbers side of your relationship with money

Appreciate...

• Getting assigned homework to do on your own instead of putting heads together to knock out tasks as a team
• Being able to talk about money once per year (or never!) in hopes that it will fix itself with time
• The personal nature of phone tag and back and forth emails over the ease of of a scheduling software that allows you to pick your best time
• Making tactical moves with your investments at the top and bottom of market cycles