"My ideal client is committed to making wise choices. They realize that financial planning is about quality of life...both now and in the future. My ideal client wants information and validation, and is motivated to implement their decisions. They want to work with an adviser who represents their best interests and only their best interests, without any conflicting loyalties. They are willing to invest the time, energy, money and patience necessary to put these pieces together to create a financial plan that will achieve both short and long term goals. My ideal client appreciates and values their own time and ours." ~Mary A. Brooks
My ideal client is seeking a relationship of 12 to 18 months, during which they are supported in the development and implementation of their dreams and goals.
Let's Get Acquainted
Mary would be delighted to have a 30-minute phone call with you to discuss your financial planning questions and concerns.
Just click on the following link: Schedule a Let's Get Acquainted Phone Call.