New Client Sheet
SDM focuses on attracting clients that are good, gracious people who value our advice. By being selective with the new clients we accept, we are able to attract clients who also align with our core values. This leads to more lasting relationships where we can make a positive impact on our clients’ lives. While we have developed a diverse client base through networking and referrals, one thing we want all to have in common is a lasting relationship with good, gracious people who value our advice.
We are looking forward to working with you. Please fill our the attached form so we can determine how to best suit your needs.