Our Financial Planning Promise to You
- We will act in a fiduciary capacity for our advisory clients, meaning that we will act solely in your best interest and always put your interests ahead of ours.
- We will listen to you and ask questions to gain a better understanding of what is important to you and what goals you want to achieve through the planning process.
- We will discuss your goals and develop a comprehensive financial plan in a timely manner.
- We will provide you with a timeline for the implementation of any recommendations and ensure that every strategy you choose to implement is done.
- We will fully disclose and detail all planning costs, portfolio management fees, insurance, investment commissions, and any other expenses associated with your chosen strategies.
- We will coordinate your legal and tax work amongst your advisors or refer you to professionals in the respective fields.
- We will contact you quarterly to evaluate your progress and our performance, and to address any questions that you may have.
- We will respond to any communication within 24 hours.
- We will continually study financial markets and the financial planning industry in order to provide you with the most comprehensive and current information available.
- We will meet with you no less than once annually to update and adapt your plan to any life, business,a or financial changes that have occurred.