I commit to understanding what is important to you and those you care about by:
Answering your questions, listening, and asking questions to understand your needs.
Developing a comprehensive financial plan based on the specifics of your life and including your feelings toward financial considerations, such as your tolerance for risk.
Making recommendations and managing your money in your best interests and trying to keep your plan, investments, and risk management strategies as simple as possible. Life is complicated enough – your finances don’t have to be.
Studying the financial markets and monitoring your progress regularly. Even when I’m not discussing your financial situation, I will still be working for you.
Contacting you regularly to discuss your progress and adapting the plan for changes in your life or attitude toward financial matters.
To ensure that I’m able to help you to the best of my abilities, I ask that you:
Understand that your financial plan will always be a work in progress. Life is full of surprises – both good and bad – that will affect your financial situation.
Commit to regular communication and occasional informal discussions, if necessary. In order to continually monitor and shape your financial plan, consistent contact is critical for a successful relationship.
Refer and recommend me to family and friends who you think can benefit from my services. I take m responsibility to you and your financial well-being seriously and prefer to spend the maximum amount of our time focusing on you and not growing the business. Your help with referrals and recommendations is key to this goal.