What kind of person engages a financial planner or money manager?
A. My clients are a diverse group. There are men, women and couples ranging in age groups from the 20s to the 70s. They include people of modest means to some who are quite well off. Because of these differences, there is no “ideal” or “typical” client type based on age, gender, wealth, ethnicity or religion. A common thread, however, is that they are active, intelligent people who, in most cases, could perform these functions for themselves if they chose to commit their time to them, but they know the benefits of delegation and specialization. They enjoy living the lives they have planned for themselves and they let somebody who specializes in these financial issues handle them. They know the benefits of having an objective professional with whom to discuss their problems and opportunities.
