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.
Please provide documents in a reasonable time frame: In order for me to do my job properly and thoroughly, I may request documents and information in regards to your entire financial picture which will likely require some “homework” on your part.
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 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.
Meet with me anually and return my phone calls: I have found that it is important to meet or review by phone at least annually so that I know if there have been any changes to your financial situation and if we need to take action as a result of these changes.
Provide feedback: whether it is something that you really liked, or if it's something that could be improved, please let me know and I will use this information to continuously improve my service to you.
Share your experience: if you have been happy with my support, share your experience with others! I run my business primarily by “personal introduction.” If you know someone who needs my services, please provide me their name and phone number and I will be happy to help them.