Financial Planning: Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Strategy. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.
Keys to a Successful Relationship
I expect you to understand that my recommendations are always advise first based on your best interest. As my client, you need to know that all investment, tax, estate and insurance advice will be based on the information you provide to me. I expect you to participate enthusiastically in the Personal Wealth Management Strategy™ process.
What You Can Expect
What I Can Expect