Dear Prospective Client,
We know you have many choices when selecting a financial professional. We believe there are three key differentiating factors why our clients choose to work with our team and we hope you will consider these factors in any advisor you may also interview. These factors are as follows: accountability, our promise, and a team approach.
We have a proprietary process in place to hold us accountable for updating and maintaining our portfolios, deliverables, and contact with each of our clients. Because we limit the number of clients we have, this allows us to ensure that we can deliver our service and promises.
CERTIFIED FINANCIAL PLANNERS™ professionals we have taken a pledge to uphold a fiduciary standard in all client dealings.Confidentiality is very important to us. We hope you will tell your friends you work with us but you can be assured they will never hear it from us. If there are any costs or expense involved in anything we recommend, you will always know those up front. This is your money. We will always remember that our job is to make recommendations and suggestions on what might be best for you in any given situation, but we will always do what you tell us. We tend to ask a lot of questions. That helps us, help you. With that being said, if we ever ask something you feel uncomfortable answering, please let us know. We respect your privacy and do not get offended. We care deeply about our clients and the service we provide. We will always put our client’s interests ahead of our own. As
It is important for us to practice humility. We cannot expect to know everything but we have substantial experience working with our client’s trusted advisors, such as their CPA, attorney, and/or family office advisor. In our experience, taking the time to work as a team with all of your trusted advisors creates better and more thoughtful long term strategies balanced by the benefit of collaboration across several professionals.
In summary, we want to be accountable for the promises we make and we have a process in place to make this happen. We have guiding principles to set ground rules for our new and existing clients and we will always take the time to work as a team to help deliver the best possible outcomes for our clients. We have included some additional information about our services and the process we follow for our accountability as we get to know new clients. Please feel free to reach out to any of our partners below with questions.