Financial Planning:
Keys to a Successful Relationship

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.

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
You can trust that I will consistently perform all requested
services with passion, excellence and integrity. I will be available
when you need me and I will treat you with respect, honesty
and dignity.

  1. Act as your advisor, putting your interests first
  2. Strive to acquire a complete and accurate understanding of your
    goals, tolerance for investment risk and your time frame
  3. Explain the implications of the strategies I propose
  4. Update you by email, mail and phone
  5. Meet with you regularly to review your Personal Financial Strategy   
 

What I Can Expect
Effective communication and
mutual respect are essential to a
successful partnership, so I expect: 

  • Commitment
  • Trust
  • Honesty
  • Complete disclosure
  • Sincerity
  • Respect