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