Our team provides 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 where I can help you achieve your financial and lifestyle goals.
You can expect that I will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf.
I will always:
I need you to know that my recommendations are always based on helping you achieve your financial and lifestyle goals. It is important you understand that all investment, tax, estate and insurance advice will be based on the information you provide to me. Therefore, in order for me to offer recommendations and advice best suited to you, I need you to fully participate in the financial planning process with me.
Having a solid partnership is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Policy Statement.
We will always work together in the spirit of mutual trust, respect, and understanding.