Financial Advisors. The # 1 goal is to first understand clients' complete current financial situation and short and long term financial goals. Then, after many rounds of questions, I can create an as detailed as possible financial plan. Once reviewing this with clients, I want them to feel confident and relief that they now have awareness of what their financial future could look like. I use unbiased recommendations to help clients get to where they want to be, using standard of care and
keeping the client's best interest in mind. Without the plan, I couldn't possibility provide proper recommendations.
Ideal Client: couple, very close to retirement. Very warm and friendly. Smart with finances any yet, fully appreciates & implements my advice. Driving an average car, making at least $200,000 as a household. Great at saving. Cares about finances. Clean cut. Gives me the rein's and let's me run with it. Talks about me at the dinner table and among friends (refers me!)
¿A qué sector dirías que pertenece tu empresa?
Negocios y consultoría
Para hacernos una idea de lo que representa tu marca, dinos qué estilos te gustan
Compass (we will get you where you want/need to be)
The letter "P" (with compass?) - A defined letter and can clearly see a compass - if that works
Rich blue and gold
Rich blue and lighter blue
Blue and green
Black and silver (?)
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