We provide comprehensive financial planning in the context of a long-term partnership.
Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.
You can expect that we will consistently and responsibly perform all services related to the provision, review, and ongoing monitoring of the financial planning solutions we implement on your behalf.
We have learned through experience that effective communication and mutual respect is essential to a long-term partnership. A few other criteria which help define our success include:
We need you to know that our recommendations are always based on helping you achieve your financial and lifestyle goals. It is important you understand that all investment, tax, estate, and insurance advice will be based on the information you provide. Therefore, in order for us to offer recommendations and advice best suited to you, we need you to fully participate in the financial planning process.
Having a solid partnership is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Organizer.
We will always work together in the spirit of mutual trust, respect, and understanding.