Who is the Ideal Apex Client?
The ideal client is someone ready to improve their financial future. Our clients are ready to embark on their journey and want a financial advisor to make it easier.
We work with people willing to reveal their financial situation, and everyone’s situation is different. Our planning includes those at the top of their game in their career to those experiencing the difficult seasons of life – job loss, long-term illness, divorce, death – in order to be prepared for the inevitability. These things happen to everyone but the difference in many people is their preparation for those events.
Who we work well with:
People who understand speculative investing is speculation not opportunity
People who understand there is no stock market crystal ball
People who are coachable, and loyal
People believe they can retire, and have a positive outlook on life
People who don't chase shiny things
People who are respectful of people's time
People who want to plan with their life savings
People who travel
People who enjoy sports
People who believe in saving no matter their income level
Patient, disciplined investors
People who want to get rich the old fashioned way - by saving and living on less than they earn