CLIENT REFERRAL PROCESS
Do you have a family member, friend or colleague looking for financial clarity who you feel would benefit from our service? We would be happy to help them.
HOW TO REFER
What is the process?
We will have an initial complimentary call/meeting to gain a further understanding of what they are looking for and how our unique service can help them. Should they decide to move forward, we then go through our full portfolio management and financial planning process so they can enjoy the same level of comfort as you. Be assured, that all client information is held in strict confidence and will not be shared between clients.
What if my friend/colleague/family member isn't a good fit?
At a minimum, we will discuss the critical points, and either point them in the right direction or suggest a few other professionals that can help them.
What is your ideal client?
We help people in all stages of life. Our "typical" client is pre-retirement and still accumulating assets. Clients tend to benefit the most when they are looking for discretionary portfolio management, in conjunction with a solid financial plan.
We sincerely thank you for all referrals!