Establishing a Successful Relationship
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By working together, our goals-based process helps us to develop a structured plan designed around what is important to you. You can trust that we always seek to understand what is most important in your life. The relationship with the people we serve matters and is the center point of our engagement.
As a Stutzmann-Moore Wealth Management Group client, your interests will be put first and you will always be treated with respect, honesty, and dignity. We will strive to acquire a complete and accurate understanding of your goals, your life situation, your tolerance for investment risk and your time horizon.
Additionally, you will grow accustomed to our team:
- Being dedicated in our efforts
- Responsibly performing all requested services
- Engaging with you in interactive dialogue, as our style of communication is one of “candor without malice”
- Being available when you need us
- Explaining the implications of the strategies we propose
- Updating you in person, by email, mail, and/or phone
- Updating your plan with you
Effective communication and mutal respect are also essential to a successful relationship, so we expect:
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We want you to understand that our recommendations are always based on your best interest. As a client, you should know that all our advice will be based on the information you provide us. We encourage you to participate enthusiastically in the investment planning process. Your involvement is important, such as updating us as changes occur in your life.
Additionally, working together is essential to effective investment planning. To this end, we will:
Additionally, working together is essential to effective investment planning. To this end, we will:
- Be honest and forthcoming about your financial situation
- Agree to keep each other informed of any new developments that may affect these strategies
- Engage in meaningful dialogue regarding how you define your financial success
- Agree to take the time to review your overall plan