Our Commitments

  1. We will listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
  2. We will develop a comprehensive written financial plan and specific recommendations within three weeks of a data-gathering meeting.
  3. We will provide you with an implementation schedule for these recommendations and assure you that every strategy you choose to implement is accomplished.
  4. We will coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
  5. We will contact you quarterly to evaluate our progress and address your questions.
  6. All of our meetings will be summarized in writing, and this summary will be sent to you within three days of the meeting.
  7. We will return your phone calls within 24 hours.
  8. We will continually study financial markets to provide you with the most substantive and current information available.
  9. We will meet with you annually to adapt your plan to any life, business, or financial changes that have occurred.
  10. Your peace of mind will be our priority, and we will put this priority ahead of all others.