We will:

• Treat you with respect, honesty and dignity
• Act as your advisor, putting your interests first
• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
• Explain the implications of the strategies we propose
• Update you by email, mail and phone
• Meet with you to review your Wealth Strategy Action Plan

What We Can Expect From You
Effective communication and mutual respect are essential to a successful relationship, so we expect:

• Trust
• Complete disclosure
• Respect
• Sincerity
• Honesty
• Commitment

We want you to understand that our recommendations are always based on your best interest.  As our client, you need to know that all advice will be based on the information you provide to us.  We expect you to participate enthusiastically in the investment planning process. 

Mutual Responsibilities
Working together is essential to effective investment planning.  To this end, we will:

• Agree to keep each other informed of any new developments that might affect these strategies
• Agree to take the time to review your Wealth Strategy Action Plan
• Be both honest and forthcoming about your financial situation
• Work to develop mutual trust, respect, and understanding