• We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
  • We will develop a comprehensive written financial plan with specific recommendations within three weeks of a data-gathering meeting.
  • We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose is implemented.
  • We will coordinate your legal and tax work among your various advisors or refer you to qualified attorneys and CPA’s.
  • We will contact you quarterly to evaluate our progress and address your questions.
  • All of our conversations and meetings will be documented in your profile to capture and memorialize all facts regarding your financial situation.
  • We will return your emails and phone calls generally same day, but always within 24 hours.
  • We will continually study financial markets in order to provide you with substantive and current information.
  • We will meet with you annually to adapt your plan to any life, business or financial changes that have occurred.
  • In an advisory relationship, we will honor our fiduciary duty to you, and put your interests ahead of all others.