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“I liked the way that you spoke at the beginning about your plans etc, what you are hoping to achieve. The fact that you have accumulated wealth- but is that success? It is always good to know if people giving advice actually accumulate wealth themselves. A totally different way of looking at success, not the usual way of approaching financial planning“
Susan Leighton - Restaurant Owner

Are we a good fit?

Choosing a financial planner can be a difficult task. It is important to work with someone who has experience with situations similar to yours, someone with an approach to financial matters that matches your beliefs and attitudes and someone you trust and get along with.

At Blue Edge, we are aware that not every prospective client can be served by us. Sometimes this is because your needs might fall outside the scope of our practice, sometimes this is because of a mismatch in the expectations of what it is a financial planner does.

To see if Blue Edge Financial Planning is a good match for you, we offer a one hour complimentary introduction meeting valued at $360.  This will give you a chance to see how we operate and what our philosophy is and it gives us the opportunity to see if we can be of service to you.

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