I will not share anything we discuss with anyone else, including friends and family members, unless you give me permission.
You can expect me to be candid and professional.
The way for me to do this is to have direct and open conversation so that I can strive to meet your needs.
This provides a written, step by step plan to help you get from where you are today to working toward your financial goals.
I want to help you pursue your financial and investment goals.
I want to help you make informed decisions, so I will take the time to explain things to you when you want to learn more.
My recommendations are based on what I think is suitable. I strive to put myself in my client's shoes.
As your life changes, so do your needs. I want to adjust your plan intermittedly to help you keep up with those changes.
My goal is to build longer term relationships with clients and help them through the different stages of their lives.
My commitment is to listen to you, so that I may do the best job I possibly can.