If you choose Wealthcare Capital Management, we’ll be working together closely and getting to know each other very well. So, before we start, we need to make sure I’m the right financial advisor for you.
Is This You?
The Wealthcare Capital Management approach works well if:
- You want to spend less time on your finances and more time doing the things you really enjoy with your family and friends.
- You budget well, and are a smart household manager, but you’re not sure where to start when it comes to planning for the future – you need a roadmap.
- You have a plan but wonder “Am I saving enough or too much?”, “Should I be investing more aggressively or more conservatively?”, and “Am I on track to achieve my financial goals?”
- You want a balanced financial strategy – one that will take care of you and your family in the future, but also allow you to savor the here and now.
- You recognize that money is simply a tool to help you achieve the things that are most important to you and your family.
- You’re interested in a long-term relationship with a Personal Family CFO and not just the latest investment tips and techniques delivered one transaction at a time.
What I’m looking for
I have a small, select group of clients, each of whom I count as a friend. I work best with people who appreciate the advantages of having professional advisors and who value open, honest feedback.
When we talk about finances, you’ll be interested in sustainable growth to get you where you want to be – not how to get a ‘fast buck’ through ‘hot investment tips’. But it’s not all about figures – we’ll also be chatting about family, friends and your personal passions.
Most of my clients are Atlanta locals, but I do work with a few people from across the country. The most important factor is not location, but the potential for a great working relationship based on mutual trust and respect.
Do you think we’d make a good fit? If so, contact me and let’s organize a no-obligation introductory consultation.