Ideal Client Profile

 

The ideal clients at 4th Quarter Financial Coach want to make smart choices  about retirement & estate planning.

The kind of people who benefit most from our services:

  1. Are motivated & serious about making smart decisions about their money
  2. Want a trusting relationship with a professional financial advisor
  3. Want to delegate financial decisions to a financial professional so they can pursue the things they love doing.
  4. Are genuinely nice people.
  5. Willing to happily refer others who fit this client profile
  6. Have investable assets exceeding $500,000*
  7. Want to make a difference in the world.

*We will take clients below this amount as long as the potential client is highly motivated and has strong qualities in the other areas.  

Our business is based on happy clients referring others to us, so we appreciate you kindly mentioning us when you talk to friends, family, and other colleagues.

CLIENT EXPECTATIONS:

  1. Return our phone calls and communicate with us....including complaints.  We don't read minds well!
  2. Refer others to us that meet the above criteria.