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1)
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Want a long term relationship with an advisor |
| 2) |
Commit to following a financial plan |
| 3) |
Are serious about accomplishing their financial goals |
| 4) |
Realize financial planning is about their quality of life, not insurance or investment products |
| 5) |
Have household income between $150,000 and $400,000 per year |
| 6) |
Married couple, under age 50 with children |
| 7) |
One or both spouses own a business |
| 8) |
Reside in the Cincinnati, Ohio area |
