Our Mutual Commitment

When we develop your Personal Financial Strategy, we see it as the beginning of a long-term mutually beneficial relationship. 

What you can expect from us:

  • Respectful, honest and dignified treatment.
  • We are your advocate, and your interests always come first.
  • Complete and accurate understanding of your risk tolerance, goals and time frame.
  • Clear explanations of the implications and costs of any strategies we propose.
  • We will be as accessible as possible, and respond to your phone calls or e-mail inquiries as soon as we can.
  • Regular updates:  We will update you regularly and meet with you periodically to review your plan and your progress.

What we expect from you:

  • Respectful, honest and dignified treatment.
  • Sincerity and commitment:  we expect you to participate in the planning process.
  • Understand that our recommendations are always based on your best interests.  All of our advice is based on the information you have provided to us, so complete disclosure is essential.
  • Recommend our services to others if you are happy with us!

Developing a strategy is meaningless unless it is implemented.  This usually involves making a change in what you are currently doing, which is difficult.  Many people don’t like change, but without it there would be no improvement.  We are committed to helping you in any way we can as you decide which changes to make, and begin to implement your unique financial strategy.