This is an outline of Chris’ Ideal Client Profile and the two ways Chris typically engages with clients.
Chris works with certain clients on different levels depending on the appropriate level of engagement.
We generally work with clients in two ways:
- Short term consulting and advice.
- Long term, ongoing client relationship.
Hourly/Short Term Consulting Services
We often work with clients on a short term basis. This may involve general financial checkups and reviews of specific financial issues. Some examples of specific issues include 401(k) allocation questions, disability insurance analysis, variable annuity vs fixed annuity comparison research.
Note: We offer Low-fee and Pro-bono planning services for those in need. If you are in need of advice and are not sure where to turn, and have difficulty affording a fee, please call our office. As we might be able to help.
An Ongoing Relationship as Part of our WHA Client Community
WHA Client Community members have similar characteristics and enjoy a high level of service. This service consists of among other things:
- 3 meetings per year.
- Ten thorough deliverables.
- And an exhaustive 110+ point checklist.
Want More Details into Chris’ Ideal Client Profile?
Call or email for more information (including a copy of our 10 Deliverables and our current fee schedule) on the benefits for WHA Community clients. In addition, the fee for this level of service is a FLAT inclusive annual retainer.
Note: the WHA Client Community will accept only a limited number of WHA Client Community clients due to the service level required and our staff’s ability to provide those services.
If you’d like to learn more, go to our “How to Get Started Page.” Or if you’re ready to talk now, schedule a 15-20 minute phone meeting to see if we might be a good fit. Simply click the book appointment button below to find Chris’ availability for a phone call. Thank you!