1) Focus On Middle And Upper-Middle Class Professionals
There’s a dearth of options for affordable AND top-notch financial advice for middle/upper-middle class professionals. Many advisors target the wealthy. Or give ‘free’ advice after selling you insurance you may or may not need. Some advisors may serve the middle class, but don’t bring the right mindset to the table/but charge exorbitant fees.
In contrast, we’re laser-focused on helping middle and upper-class professionals optimize their finances and facilitate the life of their dreams/choosing.