Do you ever turn down a potential client?
Yes. Although we feel our services are for nearly everyone, we do occasionally turn down a client. Why? If that person/or couple is really not committed, motivated or open enough to make changes, or expect us to assume responsibility for their finances, then they are not ready for our services. Our goal is to teach, coach, mentor and encourage you on how to handle your money with proven money management principles as well as be accountability for your decisions.