What we can expect from you
Effective communication and mutual respect are essential to a successful relationship, so we expect:
- Trust
- Respect
- Sincerity
- Honesty and full disclosure
- Responsiveness to requests
- Commitment to our process
Our recommendations are based on your best interests. As our client, you need to know that all investment advice will be based on the information you provide to us. We want you to be fully engaged in the investing planning process.
Mutual Responsibilities
We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:
Keep each other informed of any new developments that might affect these strategies
Meet regularly to review your investment plan and be prompt and prepared for those meetings
Together, we can build an effective, long-term working relationship.