Clients

Clients are typically businesses, professionals and retirees with more complex arrangements. I work with a select number of valued clients to which I am able to provide a high level of personal service. My clients get to deal with me direct, not through a barrier of administrative staff.

Fees are based on how much value I can add to the client and not on how much they’re worth. If you think you’d like to work with me, please call to discuss whether I can help you.