Client Bill of Rights

My Planning Promise to You

1. I will act in a fiduciary capacity for you, meaning that I will act solely in your best interest and always put your interests ahead of my own.
2. I will listen to you and ask questions to understand better what is important to you and what goals you want to achieve through the planning process.
3. I will discuss your goals and develop a comprehensive plan promptly.
4. I will provide you with a timeline for implementing any recommendations and ensure that every strategy you choose is done.
5. I will fully disclose and detail all planning costs, portfolio management fees, insurance, investment commissions, and other expenses associated with your chosen strategies.
6. I will coordinate your legal and tax work amongst your advisors or refer you to professionals in the respective fields.
7. We will contact you quarterly to evaluate your progress and our performance and address any questions you may have.
8. I will respond to any communication within 24 hours.
9. I will meet with you at least once annually to update and adapt your plan to any life, business, or financial changes that have occurred.