Our Shared Understanding
Our Shared Understanding
We promise to base our guidance and recommendations on the following beliefs and principles:
Our Role
- Always act in your best interest providing strategies and decisions with the objective of helping you live your best life.
- Help you define and clarify your values related to money & life.
- Treat you with respect and in a manner that we expect to be treated.
- Help create a unified vision and goals for your life.
- Build a long-term relationship with you based on mutual trust and respect.
- Help you understand and experience a sense of confidence about your financial future.
- Continue learning in seeking to be the best financial advisor for you.
- Return phone calls promptly and complete service work on a timely basis.
- Coordinate your planning with your other trusted advisors.
- Be your trusted advisor.
- Refer others to us and our firm.
As our client, we ask that you base your actions on the following principles:
Client Role
- Communicate honestly and openly, all of your financial information, life goals and values.
- Return phone calls; respond to requests for information or clarification and keep appointments.
- Meet with us on a regular basis to review your progress toward your life goals.
- Volunteer improvements or changes that could be made in our relationship.
- Provide respect and trust equal to what is provided to you.
- Follow our advice and implement the plan we have created.
- Focus on what is important to you and your family.
- Make investment decisions consistent with the amount of risk you are capable of tolerating.
- Invest to meet your personal objectives and not to compete with others.
- Be a long-term investor; therefore, daily market volatility is inevitable and don’t let it affect your commitment to a structured and disciplined long-term strategy.
- Refer others to us and our firm.