My Expectations of You
My Expectations of You
As we work together to pursue your goals, it is important for you to remember that while I am here to provide guidance, there will be responsibilities you must fulfill in order to reach success. A plan without implementation is just another goal.
Transparency
Be open and honest when telling me what you need or want: to help me to do the best possible job for you, it's important for me to know what’s important to you. If there's something you're trying to sort through and are unsure if I'm able to help, try and ask anyways! I have many resources and connections at my disposal that i pay for for the benefit of my clients.
Stay Focused
Stay focused on your goals and stick to the plan we established: in other words, take action according to the recommendations we develop together. Take a long-term view of planning and performance. I do not have any control over the financial markets and my value should not solely be judged upon your investment performance.