I’m sure you’ve heard that communication is a key ingredient to the success of any personal relationship. Well it’s just as important to any successful relationship with your financial planner; we must communicate openly and honestly.
In the relationship we form over your finances, I want to help you feel comfortable and confident about the actions we decide to take together. My recommendations reflect our efforts and collaboration as a team. As we move through the financial planning process, I’m hoping it is quickly apparent to you that I only work with your best interest at heart. We will share very personal and detailed information about our lives and goals, and I want you to feel you can trust me throughout the process.