WHAT IS INVOLVED IN A FINANCIAL PLANNING RELATIONSHIP?
We strive to know our clients personally. The better we know them, the more value we can add. Frequent communication between our clients and us leads to better results for the clients. Once we enter into a relationship, we help clients set realistic, measurable goals, identify obstacles that prevent them from reaching those goals, and review all aspects of financial planning to overcome the obstacles. Clients can expect attention to detail, prompt response to letters, calls and emails, clear reasoning for our recommendations, diligent execution of the tasks at hand, confidentiality of information, and honesty in all matters. This brings peace of mind knowing you are not alone.
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- WHAT IS INVOLVED IN A FINANCIAL PLANNING RELATIONSHIP?
