I started my practice last year after having spent over 10 years in the financial planning field. I decided to create a practice from scratch based on the way I would want to be treated by a financial professional. My hobby over the last year has been participating in triathlons. What a great lifestyle and there are no more optimistic people than triathletes in the world.
Tell us about your company. Who are you interesting in meeting? Who is a good referral for you? Who is your ideal customer?
Taylor Financial is an independent, fee-only and hourly financial planning practice. My ideal clients are those who want refreshingly unbiased advice...not products being pushed at them. When managing investment assets, I only provide low cost no-load index funds. Also, I provide planning by the hour for those who have one-time needs or simple need direction.