Your ultimate goals as my clients are to accumulate, protect, and distribute your financial wealth. I believe you are best served by using prudent investment strategies, and that you are empowered when presented with options. These options are presented with clear explanations of financial concepts, terminology, and investment vehicles. Working in partnership with you as my clients, I seek solutions with you, not for you—that's an important distinction! Coordination with your tax and legal advisors will ensure an integrated approach to your overall financial affairs.
As your financial adviser, I will:
- Provide an excellent level of service and guidance.
- Familiarize myself with your goals and objectives.
- Maintain strict privacy over all aspects of our relationship.
- Present you with options for each financial question.
- Construct an asset allocation, propose securities, and monitor your account(s).
- Communicate the status of your account(s) on a regular basis.
As my clients, I expect you to:
- Ask questions—it's your net worth we're discussing!
- Provide me with all relevant information.
- Determine financial goals.
- Notify me of changes in objectives or financial situations.
- Notify me 24 hours in advance if unable to keep appointments.