Before We Meet: Relationship Questionnaire
Before requesting a call, we thought it would be good for you to know what kind of client we work best with. Our clients typically:
Are busy people who see the value in delegating.
Are serious and committed about their desire to accomplish their goals.
Are optimistic and enthusiastic about accomplishing things.
Feel that a business relationship based on mutual respect is ideal.
Enjoy the simplicity of having their entire financial picture under the watchful eye of a single committed planning team.
Our service is quite comprehensive (10 major Client Deliverables with over 120 checklist points covered annually). Due to this high level of service we give our ongoing client relationships, we are a flat fee advisor and have intentionally limited the scope of our services and the number of clients we serve to only full service long-term clients. Therefore, at this time we don’t offer hourly advice or short term. If your needs fall more into this category, feel free to go to letsmakeaplan.org. There you can find a CFP® that may suit your needs more appropriately.
if you’d like to schedule a call with Chris, please fill out the form below:
ABOUT CHRIS GRANDE
Chris Grande is a Certified Financial Planner (CFP®) who specializes in the finances of entrepreneurs and entrepreneurial growth-minded people.
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