Our Ongoing Commitment
Serving as your advisors, leaders and confidants, we pledge the following to you:
- We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish through your financial planning process
- We will develop a comprehensive written financial plan and specific recommendations within a reasonable amount of time following our data gathering meeting.
- We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.
- We will coordinate your legal and tax work among your various advisors or give you a list of attorneys and CPAs to choose from.
- We will contact you quarterly to evaluate our progress and address your questions.
- All of our conversations will be summarized in writing and this summary will be sent to you within seven business days.
- We will return your phone calls within 24 hours.
- We will continually study financial markets in order to provide you with the most substantive and current information available.
- We will meet with you at least annually to adapt your financial plan to any life, business or financial changes that have occurred.
- Your sense of well-being will be our priority and we will put this priority ahead of all others.
