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