Partnering With You

 

We provide integrated financial planning in the context of a long-term partnership with you. 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 I can help you achieve your financial and lifestyle goals.


I WILL ALWAYS:



  • Provide independent and objective advice.
  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time-frame.
  • Keep your information private and secure
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Help you save time by maintaining a network of professionals (i.e Estate Planning Attorney, Home & Auto Insurance) who we can refer you to.



 



KEYS TO A SUCCESSFUL RELATIONSHIP: WHAT I CAN EXPECT



I’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:



  • Your commitment to me as your Financial Advisor
  • Your trust in my abilities to provide you with recommendations and advice
  • Your complete disclosure about what matters to you most