Who We Work With

Who We Work With

 

At Pradel Financial Group, our focus is in working with successful professionals and executives. Though we don’t work exclusively with clients with a requisite minimum of investable assets, we’ve found that our partnership and services work most effectively with those who have a minimum of $500,000 in investable assets. Most important, our clients turn to us for help in establishing, reaching, and maintaining their long-term financial goals and also exude the following qualities:

  • Desire to Delegate. Our clients want to spend less time on their finances and more time doing the things they really enjoy. They view us as their personal CFO and understand that our role is to provide them with honest, smart, and relevant financial guidance.
     
  • Genuinely Nice. Our clients are some of the nicest people we know. We find that working with people who we genuinely enjoy spending time with makes our partnership work best.
     
  • Serious About Their Finances. Our clients are serious about making smart, informed decisions and have worked hard to save their money and achieve their financial goals. They realize there are no shortcuts to pursuing these long-term financial goals and work closely with us to stay on track.
     
  • Open to Introducing Our Practice to Others. Our clients realize that our relationship helps them achieve their ambitious financial goals, and in turn, they are often eager to refer us to others they care about.