Our clients realize that their hard work and good decisions, as well as a fair amount of good fortune, has helped them obtain a level of financial security that not all possess. This gift comes with the responsibility to preserve and maximize this good fortune so that it is not squandered meaninglessly. We work with special people doing special things. We are a Community of Stewards.
Our clients have very unique situations that may stem from their finances, businesses or personal lives. They need highly technical knowledge. Many of our clients come to us when they realize they have outgrown their current advisor who serves everyone, but does not have the time for in-depth wealth management. We work hard to be up to date and educated about the issues affecting their lives.
Because we cannot serve everyone and still provide the best service to our clients, it is rare that we accept clients who do not have investable assets over $2,000,000. An exception would be the adult child of an existing client who has yet to build up that level of complexity. Generally, no planner in our office has more than 65 client relationships – it would be impossible to serve each client at the optimal level if we had more. We have very few clients and they all require a lot of attention at various times in the relationship. For that reason, we believe we provide our best service to families located in Kansas City. Occasionally, there is an exception to the rule, but it is rare.
Our clients, for the most part, fall into specific niches. Working deep within these niches allows us to transfer experiences and knowledge gained by people who have “been there, done that”, hopefully reducing financial and behavioral mistakes that can be made with inexperience.