At Croft Enterprises, we care more about your life worth, what’s important to you, when do you want to retire, what are your philosophies on your money, how is your business going, how is your career going, how’s your family doing? These are the things that matter most in life.
It’s important to elaborate on this, because most financial professionals care more about the quality of their suit and tie, their office, their car, and how many letters they have behind their name, than they care about their client and the value that they bring to their client’s life.
Once we know what your life worth is, we need to know a little about your net worth, or your balance sheet. This is the easy part of what we do. Any competent financial professional should be good with numbers and understand where there is value to add on their client’s balance sheet. What’s more difficult to find is someone who can also add value to your life worth & life in general. When you find that, it’s a “rare” find, like the rhino.