You know you're a good fit if you're...

You're probably not a good fit if you...


Ready to make financial changes. 

Comfortable with technology (Skype, FaceTime, etc.).

Eager to learn and take action. 

Open to life's many possibilities. 


Are rude to or look down upon wait staff and servers. 

Clog public toilets with whole rolls of toilet paper.

Believe there's a shortcut to getting rich. 

Are fixated on finding the next hot stock. 

Are more interested in accumulating stuff than experiences.

I won’t work with anyone I wouldn’t want to hang out with at a BBQ.
— Kate Holmes, CFP® | Founder