The Litmus Test

All financial professionals deserve equal scrutiny.  How do you decide?

Try One Simple Test!

  • If the result of the relationship is all about them, (you’ll know by their questions), you’ve met a salesman!!
  • If the result of the relationship is all about you, you’ve met your candidate.

Sample Questions:

  • What keeps you up at night? 
  • What concerns do you carry around every or most days?     
  • What would provide you financial peace?
  • What would make you feel in control?

Our Test For You

  • We seek long-term relationships with clients.  From our view, clients do not like “here today, never heard from again” advisors.  True advisors seek similar clients.
  • You must commit to collaborative reviews at least annually and more frequent updates if circumstances or financial conditions change.
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