Our Ideal Planning Client
Parmco Financial works everyday with individuals, families and business owners to tackle their financial needs. From time to time, clients and referral sources have asked about the typical client that we like to work with.
We have outlined some of the characteristics that we like to see in our ideal planning clients.
TRAITS OF AN IDEAL CLIENT
- Must be committed to their personal and/or business’ financial future
- Understands that financial success may require many sacrifices
- Values professional advice and is willing to pay a reasonable fee for it
- Understands the comprehensive approach and can put ‘all the cards on the table’
- Ready to learn about basic financial concepts
- Open minded to new ideas and solutions
- Willing to act without excuses and procrastination. Plan implementation is critical!
- Willing to pull together existing advisors, including Legal and Tax Advisors, when necessary
- Willing to set time aside to come to the office for reviews, often quarterly
- Looking for a long term relationship
- Willing to tell friends, family and business associates about our work
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