- Is committed to their financial planning process
- Is willing to trust professional advice, delegate, and does not want to figure it out on their own
- Has a big picture perspective and understands wealth creation can be a long-term process
- Values honesty, integrity, transparency and clear communication
- Is patient and understands research and administrative processes may take a few days
- Has a sense of humor
- Is responsive to C-J Advisory requests for information
- Is willing to build a relationship based on trust
- Has a positive attitude and demeanor
- Is willing to consider new concepts and ideas
- Understands the value of services provided and appreciates the extras
- Prefers C-J Advisory to manage and oversee all assets solely
- Is open to an integrated life-centered approach to financial planning
- Prefers C-J Advisory as the coordinator of their financial team, including CPA, attorney, and bookkeeper