Keys to a Successful Relationship
I provide comprehensive financial planning. As we develop a successful working relationship, I can help you to achieve your goals.
Keys to a Successful Relationship: What You Can Expect
You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me. I will:
- treat you with respect, honesty and dignity
- act as your advisor, putting your interests first
- strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- explain the implications of the strategies I propose
- update you by e-mail, mail and phone
- meet with you regularly to review your Personal Financial Policy statement
Keys to a Successful Relationship: What I Can Expect
Effective communication and mutual respect are essential to a successful partnership, so I would like to receive from you:
- complete disclosure
I trust you will understand that my recommendations are always based on your best interest. As my client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide to me. I require you to participate enthusiastically in the financial planning process. Finally, since the growth of my business is achieved through qualified personal recommendations, I hope you will give me an honest opinion of my services and to introduce my services to others.
Keys to a Successful Relationship: Mutual Responsibilities
Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your Personal Financial Policy Statement. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.