Mid-Career Professionals
You…
are in your 30’s and 40’s, mid-career professional working in medicine, accounting, consulting, law, or sales
hold a leadership role within your company, or expect to soon
have neither the time nor mental energy to properly manage your increasingly-complex finances
are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off
would be eager to outsource your portfolio management and financial planning to a trusted expert but have never met an advisor or firm worthy of the role
You are seeking an advisor who….
shares a similar academic and professional background to your own
develops financial projections that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, and unique goals
understands the nuances of your career arc and financial situation deeply enough to accurately build and continuously refine projections of your financial future
invests in a well diversified, low-cost, tax efficient manner
proactively prioritizes your financial action items in an effort to entirely relive you of that mental burden
fiercely protects your time