“Truth be told, I’m not super concerned about the financial future as I am very happy that I’ve started working on it with your help.”

“Thank you very much for your guidance. I appreciate your honesty, as well as setting me up for success.”

“Thank you very much for your time and advice the other day. I am really looking forward to working with you to make my dreams come true.”

“It was great to meet with you yesterday!

“After the meeting, I felt I had more of a direction and a goal to work towards. That is thanks to your direct and insightful questions about what I want for my future. Your focus was on the client and not the money—which was refreshing, knowing you have my interests at heart.

“I only wish I was faced with these questions when I first joined yachting four years ago!”