Our Commitments

A value-based philosophy creates a framework in everything we do, and building trust is at the heart of our financial planning and wealth management relationship with you. Our commitments as fiduciary advisors:

Listen
Listen to you and ask questions until we fully understand what is important to you and what you wish to accomplish
Plan
Develop a comprehensive written financial plan and specific recommendations within three weeks of a data-gathering meeting
Schedule Meetings
Provide an implementation schedule for recommendations and assure that every strategy you choose to implement is accomplished
Coordinate With Your Professionals
Coordinate the legal and tax work among your various advisors, or refer you to attorneys and CPAs
Evaluate Progress
Contact you on a predetermined schedule to evaluate our progress and address your questions
Return Calls
Ensure you reach a live person when you call and if we're not available, return your call the next business day
Ongoing Assessment of Financial Information
Continually study financial markets to provide you with the most substantive and current information available
Annual Meetings
Meet with you annually or as needed, to adapt your plan to any life, business or financial changes that have occurred
Peace of Mind
Prioritize your peace of mind ahead of all others, because your financial plan should be about your goals, not ours

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