Ideal Client Profile

 Who do I like to work with?

An effective relationship with a Financial Planner can be an intensely personal one.  It is important that you find someone to work with who you are comfortable with and who you trust. 

The people who would likely benefit the most by working with me would tend to fit the following description:

• Have integrity and self confidence
• Are open-minded, positive, and have a "can-do" attitude
• Are interesting, flexible, and have a sense of humor
• Appreciate long-term professional relationships
• Respect and follow the advice of their Advisor
• Have important personal and financial goals.
• Are serious about living their lives fully and achieving their goals
• Are people who look beyond themselves - showing care for their family, their circle of friends, their church or synagogue, and/or their community at large. 

If you think we might be a "match" for working with each other, give me a call to schedule a no-cost, no-obligation "Discovery" appointment.  I look forward to hearing from you.

     Mary

Mary C. Hanson, MBA, CFP®
Customized Financial Solutions

Frontier Wealth Strategies
Office: 925-930-3973

California License:  0D91333