Our Commitments

Building trust is an important part of our financial planning and wealth management relationship with you. As fiduciaries, our commitments include:

Listen
Listening to you and asking questions until we fully understand what is important to you and what you wish to accomplish
Plan
Developing a comprehensive written financial plan and specific recommendations within three weeks of a data-gathering meeting
Schedule Meetings
Providing you with an implementation schedule for these recommendations and assuring you that every strategy you choose to implement is accomplished
Coordinate With Your Professionals
Coordinating the legal and tax work among your various advisors or referring you to attorneys and CPAs
Evaluate Progress
Contacting you on a predetermined schedule you can count on to evaluate our progress and address your questions
Return Calls
Returning your phone calls within 24 hours
Ongoing Assessment of Financial Information
Continually studying financial markets to provide you with the most substantive and current information available
Annual Meetings
Meeting with you annually or as needed, to adapt your plan to any life, business or financial changes that have occurred
Peace of Mind
Prioritizing your peace of mind ahead of all others

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