| Good clients lead to good outcomes Before we work with a prospective client, we spend the time to determine if they: -
Tend to deal wisely and rationally with problems in their lives. -
Have a mature, balanced outlook on life and their relationships. -
Demonstrate an appreciation for the value of sound, reliable advice and an ability to make commitments. This is important as it complements our long-term planning process. -
Have been patient and persistent in working toward their goals A strong relationship impacts your financial success because: -
There will undoubtedly be challenges, and your willingness to follow our advice will be very important. -
It helps to build trust and gives you the confidence that we will be able to help you navigate through the many challenges that can arise. This helps you to stay focused |