Service Experience

We recognize our clients place great trust in us to guide the stewardship of their financial lives. Communication is critical and we view every interaction with our clients as an opportunity to build trust and deepen the relationship.

We aim to ensure we fulfill our stewardship responsibilities with ongoing communication, meeting and education. Your client experience would include:

  • Client Listening Survey

  • Quarterly Newsletter

  • Lifescapes eNewsletter

  • Timely White Papers

  • Online access to news, research and commentary

  • Client Review Meetings

  • Courtesy Calls

  • Statements

  • Professional Support

  • Connection through LinkedIn