Our Ongoing Commitment

Serving as your advisors, leaders and confidants, we pledge the following to you:

  • We will listen to you and ask questions until we understand fully what is  important to you and what you wish to accomplish through your financial planning process  
  • We will develop a comprehensive written financial plan and specific recommendations within a reasonable amount of time following our data gathering meeting.  
  • We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.  
  • We will coordinate your legal and tax work among your various advisors or give you a list of attorneys and CPAs to choose from.  
  • We will contact you quarterly to evaluate our progress and address your questions.  
  • All of our conversations will be summarized in writing and this summary will be sent to you within seven business days.  
  • We will return your phone calls within 24 hours.  
  • We will continually study financial markets in order to provide you with the most substantive and current information available.  
  • We will meet with you at least annually to adapt your plan to any life, business or financial changes that have occurred.  
  • Your sense of well-being will be our priority and we will put this priority ahead of all others.