What We Ask of You

Help us see the full picture. We may ask you for documents and information about different areas of your financial life. Providing those items in a timely manner helps us give you thoughtful and complete guidance.

Be open with us about what matters to you. Tell us about your goals, concerns, questions, and changes in your life. If you are not sure whether something is relevant, bring it up. The more we know, the better we can help.

Stay engaged with the plan we build together. Financial planning is a long term process. We encourage you to take action on the recommendations we develop together and stay focused on the goals behind them, especially when markets or circumstances change.

Keep us updated. We recommend connecting at least annually and whenever something significant changes in your financial life. A new job, retirement, inheritance, marriage, divorce, major purchase, or change in goals may mean your plan needs to change too.

Tell us how we are doing. If something is working well, we want to hear it. If there is something we could do better, we want to know that too. Open communication helps us continue improving your experience.

Share your experience when it feels appropriate. Our business has grown largely through personal introductions. If someone you care about could benefit from the type of planning and guidance we provide, we would be grateful for an introduction.