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Planning with meaning
Gordon prefers to advise people who live life on purpose, with a particular outlook on life and money.

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- Lead purposeful lives - commited to achieving significant goals.
- Possess investable assets exceeding $400,000 - know they need to take appropriate actions with their investments.
- Realize the value of delegating investment management to a trusted advisor - want it done by a competent, caring professional.
- Care about others in their family or community - contributing their talents and knowledge with a positive effect on people.
- Desire to enhance their quality of life - by being set free to focus on their most cherished values.
Once we have a community of 100 clients who meet this profile, we will not accept any new clients.
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