ACCOUNT ACCESS
Philosophy
Our philosophy is to solve problems holistically and remove obstacles, while honoring the unique situation of each client. We do this by providing neutral and objective guidance and education for all types of financial decisions, as well as finding the most cost-effective way to implement those decisions.
Our philosophy is based on the belief that service is the highest form of human relationship. Hence, we are committed to providing a full range of high-quality, financial planning services to individuals and corporations.
Each client's situation is unique. The relationship formed with clients is strong and long-lasting. The partnership is based on trust.
We:
- Educate so that you can make informed choices.
- Provide personal attention, mentoring, and support to keep you on track.
- Save you time and hassle by handling all administrative details.
- Find the most cost-effective way to implement your decisions.
- Operate so as to earn your lifelong trust
The Ideal Client
- Committed (to their financial planning process)
- Delegators (type of people who do not have the time, training or expertise to "do their own thing")
- Long Term (Big Picture) Perspective (understands wealth creation is a marathon, not a sprint)
- Ethical (appreciates honesty, integrity, transparency, and clear communication)
- Patient (understands research and administrative processes may take a few days)
- Sense of Humor
- Responsive (to CJA requests for information)
- Willingness to have a Trusting Relationship
- Pleasant to deal with (positive attitude/demeanor)
- Open Minded (willing to entertain new concepts and ideas)
- Cognizant of Value of Services Provided (appreciates all the "extras")
- CJA to manage/oversee all assets (Client prefers only one Financial Advisor)
- Open to Life Planning (Life centered perspective and approach to Financial Planning)
- CJA is Coordinator of Professional Team (CPA, Attorney, Bookkeeper)
- Assets Minimum = $1 Million (Minimum may be waived for referrals from existing clients, or friends of the firm)