Are We A Fit?
You might be a fit if:
• You own a business and want it treated as part of your financial plan
• You'd rather pay a known flat fee than a percentage
• You want to understand the reasoning, not just the recommendation
• You're within five to ten years of a transition.
You're likely not a fit if:
• You're looking for someone to beat the market
• You want to trade actively
• You want investment management with no financial planning
• You're looking for the cheapest option rather than the right one.