"I broke up with their advisor for them."
I broke up with their advisor for them

My clients came to me looking for help.  They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…

By Scott Little
July 18, 2023

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"How could they qualify for a mortgage if they don't have income?"
We found a solution and they got their dream home

I had a client come to me and ask how they could qualify for a mortgage if they don’t have income? Their current home had become a burden and they needed to start the process of finding their next (more manageable) dream home. They assumed that selling their current home would need to come first,…

By Nate Tomkiewicz
June 14, 2019

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"Someone has her information and is trying to get into her accounts."
I really do know my customers

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her. We verify some personal information, but she’s in some kind of train or subway station and it’s too loud. She says she’ll call…

By Scott Little
June 11, 2019

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