{"id":6523,"date":"2020-01-10T21:30:50","date_gmt":"2020-01-10T21:30:50","guid":{"rendered":"https:\/\/intrinsicwealthcounsel.com\/?page_id=6523"},"modified":"2022-01-27T07:42:11","modified_gmt":"2022-01-27T15:42:11","slug":"our-ideal-client","status":"publish","type":"page","link":"https:\/\/intrinsicwealthcounsel.com\/our-ideal-client\/","title":{"rendered":"Our Ideal Client"},"content":{"rendered":"\t\t
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If you see yourself in these, you are probably a good fit.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our ideal client is an individual or couple seeking a long-term personal financial planning and asset management relationship. The individual or couple is ready, willing and able to take control over their financial lives and recognizes the need to outsource to qualified professionals so that he, she or they can focus on what they enjoy and do best.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our Ideal Client<\/strong> <\/span>recognizes that it is easier to stay healthy than to get healthy and as such realizes getting financially organized takes a good deal of time up front, but in the long run saves time, reduces costs, avoids hassles, reduces risks, integrates and connects the many moving parts of money and life (taxes, insurance, wills, trusts, investments, etc.), reduces anxiety, promotes wellness and frees up the client\u2019s time and energy for more important things in life, such as family, friends and personal fulfillment.<\/p>\n

Our Ideal Client<\/strong> <\/span>is a delegator and desires to use their time for other endeavors in life that are more rewarding than managing their portfolio, voting proxies, reading annual stock or fund reports, researching market conditions, determining appropriate investment allocations, harvesting losses, determining when to take gains, building out tax-efficient strategies to take distributions in retirement, and determining on an ongoing basis whether the current spending and future spending will put the client at risk of running out of money before they run out of life.<\/p>\n

Our Ideal Clients<\/strong> <\/span>value the benefits of personal financial planning and appreciate the integration of advice and guidance as it relates to their own personal and financial life goals. Studies have shown that those who continuously collaborate with a Certified Financial Planner\u2122 professional experience less stress and anxiety (personal, professional and financial), enjoy better health and well-being and accumulate at least 3 times more capital than those who call themselves \u201cdo-it-yourselfers.\u201d<\/p>\n

Our Ideal Client<\/b> is someone who values professional advice, counsel and guidance. Our Ideal Client recognizes his or her own weaknesses and realizes they are not experts in everything. They value having a back office support system in the form of a personal financial planning and investment advisory firm to assist with managing all the intricacies of account maintenance and management. They value the quarterly reporting and the ability to reach and promptly receive assistance. They value the ability to call and actually speak to a human being and not a robotic teleprompt system.<\/p>\n

Our Ideal Clients<\/b><\/span> <\/span>don\u2019t have a mega-rich attitude. Our Ideal Client worked hard in their pre-retirement years and over the years established strong working relationships with their advisors (CFP\u00ae, CPA, JD and insurance specialists, etc.). In pre-retirement, they consistently spend less than they earn, save more than they need, and strive for balance in their lives.<\/p>\n

Ideal Clients<\/b><\/span> <\/span>seeking our care, skill and judgement are wanting and needing a roadmap and help creating a financially healthy balance in life. Some require a form of financial therapy and clarity regarding their relationship with money, family members, spending and differences in money styles between spouses. Still others want to make sure that their spouse and\/or children will be taken care of when they die. For many clients, we serve as part of their financial life succession plan.<\/p>\n

Our Ideal Client<\/span> <\/span><\/b>is someone who cares that the advisory team actually cares about them and is their advocate to help them succeed in attaining their personal and professional goals in life.<\/p>\n

Our Ideal Client<\/b> is someone who is ready, willing and able to be proactively engaged with their advisory team and recognizes that open and frequent communication is the key to ensuring the advisory team knows and understands their specific needs, goals and concerns.<\/p>\n

Our Ideal Client<\/b><\/span> <\/span>wants a collaborative approach and values the idea of a lay advisory board. A lay advisory board is similar to a board of directors:<\/p>\n