#1: Understanding Your Goals
First and foremost, we know that your goals, financial or otherwise, won’t get met unless they’re understood. At Schmidt + Associates, we begin by listening to our clients – both to determine what they’re looking for from working with us and to gain an understanding of their business and those goals. By starting here, with understanding the client first, we develop a relationship that is focused on teamwork, common interests, and realistic strategies to get you there.