We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you pursue your financial and lifestyle goals.

KEYS TO A SUCCESSFUL RELATIONSHIP: WHAT YOU CAN EXPECT

You can expect that I will consistently and responsibly perform all services related to the provision, review, and ongoing monitoring of the financial planning solutions we implement on your behalf.

I WILL ALWAYS:

• Strive to acquire and maintain a thorough understanding of your financial goals.

• Update your current financial information on a regular basis.

• Carefully assess and monitor your investment risk and timeframe.

• Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.

• Update you as and when appropriate by email, mail, and phone.

• Meet with you regularly to review your Personal Financial Organizer (PFO).

• Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.

• Treat you with utmost respect and professionalism.

KEYS TO A SUCCESSFUL RELATIONSHIP: MUTUAL RESPONSIBILITIES

Having a solid partnership is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Policy Statement.

We will always work together in the spirit of mutual trust, respect, and understanding.