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.
To help me to do the best possible job for you, it is important for me to know what’s important to you.
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.
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.
Don’t keep me a secret, 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!