I am a CFP professional with a unique 19 year history in the wealth management business. I work primarily with successful Families and Business Owners. My planning based process (The Joy & Freedom FORMula) keeps my clients looking toward their financial future with anticipation instead of anxiety and fear. Many of my clients are moving toward a work optional lifestyle and they fit well within the mold of the 'Millionaire Next Door" demographic. On this site, I am looking to gauge the purchase market for small books of planning based clients.