STATEMENT OF UNDERSTANDING
Committed to your financial wellbeing
A successful client-advisor relationship is a two-way street. We want you to experience the care and attention we put into organizing your financial life. We also expect that you will be equally committed to your own financial success. Our vision is a lifelong relationship with you and your family.
Here is what you can expect from us:
- Honesty and integrity
- Organization and follow-through
- A thorough and comprehensive process
- Openness and transparency
- Proactive communication
Here is what we ask of you:
- Openness and honesty
- Your undivided attention
- Follow-through
- Introduction to your other advisors
The truth about money is…
The most productive advisor-client relationship has equal commitment from both parties.