For the square pegs who don't fit in round holes, "just like everyone else" doesn't really cut it. Before you start working with a financial advisor, you need to know if you're a good fit.

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It takes all types in this wide, wild world, but experience has shown that the best results come  while working with people who:

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• chose a career path based on passion, quality of life, and a desire to stand apart

• are in the wealth-building phase of life (30-50, at least a decade until retirement)

• want help aligning money decisions with values and life goals

• are interested in delegating investment management

• want to simplify money decisions (and reduce stress!)

• are proactive, intentional, and ready to engage

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If that sounds like you, we might be a great fit! Let's start a conversation to find out.