Working with us
The Mutual Commitment
Our Commitment to the Client
- We commit to four reviews per year to address and review your portfolio with you and get any relevant change about your wealth picture.
- We will always have a team member in the office to aid you with any request you might have.
- We will ensure all aspects of your personal finances including financial planning, tax planning, estate planning, insurance and investments are cohesively organized. This removes our clients from the burden of managing multiple relationships.
- Our fees will be both competitive and reasonable with respect to the value we provide.
Our Client's Commitment to Us
- We will return emails and phone messages within 24 hours and sooner for more urgent requests.
- There are no dumb questions and you will never be made to feel that you are putting us out by asking us about anything.
- You agree to keep us abreast of anything that could reasonably be expected to affect your financial situation in any way.
- You will let us know if we are not meeting your expectations in any way so that we can work together to correct the issue.