Our Standard of Care
It’s completely normal, even encouraged, to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place.
As stated in our mission, we have a team-wide goal of becoming our clients’ most essential partner as we guide them through financial decisions of importance. To successfully execute on a world-class standard of care and develop a mutually rewarding relationship, we find we do our best work when our team and our clients abide by the following behavior-based commitments:
On our end, we will:
• Act with integrity, honesty, and openness in everything we do for and with you.
• Absolutely respect the confidentiality of our working relationship.
• Commit ourselves to the highest standards of accessibility and responsiveness.
• Remain open to your feedback and be flexible to your needs.
• Absolutely respect the confidentiality of our working relationship.
• Commit ourselves to the highest standards of accessibility and responsiveness.
• Remain open to your feedback and be flexible to your needs.
In return, we ask that our clients are:
• Always open, frank, and honest with us.
• Prompt in providing us with complete, accurate, and orderly data we need to properly advise them.
• Open to any advice we may offer.
• Open to following through on any commitments that are agreed upon.
• Prompt in providing us with complete, accurate, and orderly data we need to properly advise them.
• Open to any advice we may offer.
• Open to following through on any commitments that are agreed upon.