What to Expect

WHAT YOU CAN EXPECT
 
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

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 quarterly to review your Financial Strategy Action Plan
 
 WHAT WE CAN EXPECT

Effective communication and mutual respect are essential to a successful partnership, so we expect:
  • Trust
  • Respect
  • Honesty
  • Complete disclosure
  • Sincerity
  • Commitment
MUTUAL RESPONSIBILITIES
 
We believe working together is essential to effective investment planning. To this end, we both need to make your investment 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 Financial Strategy Action Plan.  We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.