Who we serve
At Skipjack Financial, we serve thoughtful, values-oriented individuals and couples in their 30s, 40s, and 50s. They are often sandwiched between raising their kids and supporting their aging parents, facing complex life transitions and financial realities.
Unlike many advisors, we do not require minimums for your assets or your income. If you desire to live an amazing life and want your finances to help you get there, we’re here to support you.
Our clients value clarity, confidence, and compassionate guidance in aligning their financial resources with their life goals and values. They are looking for a trusted partner to help them navigate the complexities of their financial lives and achieve a sense of fulfillment and purpose.
Our Clients’ Values
Our clients are diverse, but they are united by their commitment to:
INTENTIONAL LIVING
Our clients believe there’s more to life than just accumulating wealth. They prioritize experiences, relationships, and personal growth over simply increasing their net worth.
COLLABORATION
AND TRUST
Financial planning is a partnership, and our clients value the open, honest relationship we forge together. They value expertise and are eager to have a trusted advisor be a partner for them in their financial journey.
GROWTH
The clients we serve are continuously seeking growth—personal, professional, and financial. They are committed to ongoing self-improvement.
INFORMED DECISION
MAKING
Our clients are smart and informed decision-makers and seek an advisor who can demystify financial planning and move them forward. They appreciate clear, jargon-free explanations of complex financial concepts.
OUR CLIENTS’ MINDSETS
While every client is unique, many of our clients identify with one or more of these archetypes:
THE PROCRASTINATOR
You know you need to get your finances in order but have been putting it off. You’re seeking motivation, structured guidance, and a clear plan to take control of your financial future.
THE WORRIER
You’re considering significant life changes, such as starting a business or making a major investment, but feel held back by financial uncertainty. You need reassurance, a thorough risk assessment, and a well-thought-out plan from a trusted advisor.
THE SAVVY DIY-ER
You’re knowledgeable about financial management but value a professional second opinion. You want to validate your strategies and ensure you’re not missing any opportunities or overlooking risks.
THE OVERWHELMED
You’re feeling paralyzed by the multitude of financial decisions you need to make. You’re seeking simplification, clarity, and a manageable plan to guide you through your financial life with confidence.
THE OUTSOURCER
You’re capable of managing your own finances but prefer to hire an expert to save time and ensure optimal decision-making. You value the peace of mind that comes from knowing a professional is handling the details.
THE INTENTIONAL ALTRUIST
You want your financial decisions to reflect your personal values and make a positive impact. You’re looking for an advisor who can align your financial strategies with your convictions, helping you achieve both personal and philanthropic goals.
Explore how we can help youLearn more about SKIPJACK FINANCIAL
We are likely not a good fit for you if you’re looking for
Traditional, Numbers-Only Financial Advising We do not adhere to the traditional financial advising methods that focus solely on numbers and returns. If your primary measure of success is the number of zeros at the end of your investment account and you believe an advisor’s only job is to maximize your wealth, then Skipjack Financial may not be the right fit for you.
We build financial plans that are aligned with who you are and where you want to go.
Hot Stock Picking and Active TradingWe believe in long-term, disciplined investing by building portfolios that consist of low-cost, diversified investments. If you’re looking for someone to pick the next hot stock or engage in active trading, We are not the right advisor for you. We don’t spend my days glued to financial news channels, chasing the latest market trends (and neither should you!).
Low-tech, offline-only solutions We do not shy away from technology. In fact, we embrace it to enhance your financial planning experience and streamline processes.
We expect our clients to be comfortable using basic technology, such as email and Zoom, and to be open to learning new tools. This allows us to work together efficiently and effectively, ensuring that your financial planning experience is as seamless as possible.
transactional relationshipsWe do not view clients as mere transactions or accounts to be managed. Skipjack Financial is not just about business; it’s about building relationships.
We deeply value the personal connections we establish with our clients. Our focus is on fostering long-term relationships built on trust, understanding, and mutual respect. We believe that these connections are the foundation of effective and meaningful financial planning.