Our Partnership with You
We provide comprehensive 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 in which we can help you work towards your financial and lifestyle goals.
Keys to a Successful Relationship: What You Can Expect
You can expect that we will consistently and responsibly perform all services related to the development, implementation and ongoing monitoring of the financial planning strategies we implement on your behalf.
We will always:
Keys to a Successful Relationship: What We Can Expect
We have 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:
We need you to know that our recommendations are always based on helping you pursue your financial and lifestyle goals. It is important you understand that all advice will be based on the information you provide to us. 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 with us.