The Ideal Client
- Is committed (to their financial planning process)
- Is a delegator (type of person who does not have the time, training or expertise to "do their own thing")
- Has long term (big picture) perspective (i.e. understands wealth creation is a marathon, not a sprint)
- Is ethical (appreciates honesty, integrity, transparency, and clear communication)
- Is patient (understands research and administrative processes may take a few days)
- Has a sense of humor
- Is responsive (to CJA requests for information)
- Has a willingness to have a trusting relationship
- Is pleasant to deal with (positive attitude/demeanor)
- Is open minded (willing to entertain new concepts and ideas)
- Is cognizant of value of services provided (appreciates all the "extras")
- Wants CJA to manage/oversee all assets (Client prefers only one Financial Advisor)
- Is open to life planning (Life centered perspective and approach to Financial Planning)
- Wants CJA as the coordinator of their financial team (CPA, Attorney, Bookkeeper)
- Has assets minimum of $1 million (Minimum may be waived for referrals from existing clients, or friends of the firm)
