Keys to a Successful Relationship

I provide comprehensive financial and wealth planning. If we develop a successful working relationship, we will work together to help achieve your goals. Whenever I bring in a new perspective client, I have two requirements:

  1. I must be confident that I can be of assistance to their financial affairs.
  2. There has to be a good fit. I have to feel comfortable working with the client andthey have to feel the same level of comfort working with me.

What You Can Expect From Me

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 yourtime frame
  • Explain the implications of the strategies we propose
  • Update you by email, mail, and phone
  • Meet with you regularly to review yourFinancial Strategy Action Plan.

What I Can Expect From You

Effective communication and mutual respect are essential to a successful relationship, so I expect:

  • Trust
  • Respect
  • Commitment
  • Complete disclosure
  • Honesty

I expect you to understand that my recommendations are always based on your best interests. As my client, you need to know that all investments, estate and insurance advice will be based on the information you provide to me. I expect you to participate enthusiastically in the financial planning process

Mutual Responsibilities

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to take the time to regularly review your Financial Strategy Action Plan. We will both be honest and forthcoming about your financial situation. We will work diligently with each other to develop mutual trust, respect, and understanding.