Interview Us. We Interview You.

Are You The Right Fit?

We develop generous stewards who want to leave a lasting legacy through their relational and financial wealth. We find that when this idea resonates with clients who interview us, the fit is both right and tight.

We interview our clients and listen for the echoes of this resonance. When we hear it, we know the client relationship is the right fit.

Clients Who Fit Like a Glove:

  • Desire to be generous stewards and leave lasting legacies.
  • Are fun to work with and find joy in helping develop the good, true, and beautiful in others.
  • Embrace the idea that stewardship of wealth is primarily relational, not financial.
  • Seek both emotional and financial assurance about major decisions.
  • Are committed to avoiding risk of losses to unnecessary taxes, risk of principal, life events such as death or disability, and creditors or predators.
  • Want a team of advisors who will serve as the gatekeeper and quarterback for their goals and professional advisors, such as attorneys, accountants, insurance agents, brokers, etc.
  • Understand the importance of accurate, detailed data gathering on all aspects of life, including relationships and finances (assets, liabilities, income, expenses).
  • Desire to simplify, organize, delegate and automate financial decisions as much as possible.