My definition of passion = doing something that you love to do and even if you did not get paid to do it, guess what you would still do - Now for those that get paid for doing their passion well they are quite lucky and blessed!!
At our firm, we strive for excellence in all that we do. We like to utilize our acronym called “CHIC” which for us stands for:
C = Character
H = Honesty
I = Integrity
C = Customer Service
We feel that clients choose our firm over others due mainly to the following points:
We teach our clients to work smarter than harder – ie money works for you vs. you working for money
We empower them to fish for themselves vs. allowing someone else to fish for them as it relates to generating more income, wealth and taking more control of your overall t
Helping a client to transform their life from reactive to proactive from a tax, income, wealth, and life perspective. Takes time but once you begin the process, the transformation is powerful. For example, 8 years ago one of our clients had basically no savings in their accounts. Fast forward to today, their accounts have close to $100k in them. The client did most of the work, all that our firm did was to help them to identify their goals and aspirations ie what was important to them and how to achieve them. Our role involved changing the
Our firm can help a business by employing the above items and specifically related to tax/income/wealth, etc we like to say it this way.
We have to play the game of life (the client can insert a specific task or situation).
We have to play that game with their game board and game pieces
We have to play that game with their rules and regulations
The key to our firm's success has been teaching and showing our clients how to use all of the above items to their advantage ie playing within the rules of Life (or other specific task) and mastering
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