Chapter Six: Teamwork

Partnership: A relationship between individuals or groups that is characterized by mutual cooperation and responsibility as for the achievement of a specified goal.

– The Free Dictionary

You should expect your advisor to be knowledgeable, experienced, thoroughly understanding of your goals, risk tolerance and other relevant factors; transparent, accessible and informative.

We expect and understand that trust is earned, but that you enter into a partnership with a fundamental understanding and commitment to our approach; you openly share all questions and concerns, that you keep your advisor informed of important changes in your life.

Our interests must be aligned … not so much a novel concept, but one that is often neglected.

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