Client Psychographics

At CPF, we believe the client and the team should work together like dance partners, responsive and alert to each other's moves. After more than 20 years of helping clients find financial confidence, we recognize which types of people are best suited to work with CPF.

About 90% of CPF clients are based in Texas, as our headquarters and team members are. Yet more important than geographics are psychographics: beyond sharing an address, age or income bracket, our clients share a philosophical approach to life and its rewards and have the ability to accept our goal-driven disciplines.

• SUCCESSFUL - You have achieved a high level of success in your life, and that did not happen by accident. Thanks to your endeavors, you have accumulated enough assets to wonder if you're doing the right thing with them. Your earning power puts you in the top 1% of the U.S. population.

• BUSY - You consider financial planning critically important, but day-to-day you lack the time to do the research necessary to create and to implement a plan that will have a major impact on your family's future for many years. Likewise, you cannot risk a quick-fix solution in matters of such importance.

• SMART - You have made a wise move in considering CPF for your financial and strategic planning needs. That said, smart people like you are also able to grasp concepts more quickly, which is important because CPF covers many areas in the planning process. This makes for better communication and the entire process moves smoother.

• COACHABLE - You are willing to take advice from CPF's team of professionals who, together, have over 100 years of experience in this business. We will also introduce you to individuals or firms that can assist you in the implementation phase of your plan. The individuals and firms we recommend have proven track records with our clients.

• PROCESS-ORIENTED - You appreciate a thorough, step-by-step approach. Necessary changes or adjustments don't faze you. Again, we know from experience that people who interact well with us end up with more comprehensive plans in shorter periods of time.

• DECISION-MAKING - You are able to evaluate CPF's recommendations thoroughly and then move forward with a decision. Taking action on time-matters is crucial and integral to the long-term success of your plan. Without decisive action, overall value is diluted.