Unlike most financial planners you don’t need to be “high net worth” or have a certain level of investable assets, but you’ll need to be able to relate to the following:
- You’re thinking about the future and, when the time comes, making a change in direction, whether that’s selling a business, working because you want to, not because you have to or spending more time with your friends or family. Whatever the reason, your finances will have an impact.
- You have similar values to Ovation. You’ll appreciate honesty and working with someone who is prepared to challenge the status quo. We’re a team with a strong social conscience who don’t put profit above all else.
- You’ll prefer long-term relationships over transactions.
- You understand the difference between cost and value.