Client Responsibilities
In our work we do a great deal to simplify clients' lives and streamline the processes and information they need to manage and be aware of on a day to day basis. In order to accomplish this it is important that we develop a full and thorough understanding of their goals, planning assumptions, and total financial picture. Our confidence in our recommendations and advice is based on this understanding. We value clients who are willing to do the work to make sure their inputs are as accurate and comprehensive as possible. The amount of this work is greater in the beginning as we get to know one another and build the initial plan. We look for a collaborative relationship based on mutual respect and trust. Being responsive to calls, emails and requests for information is appreciated.