Our Commitment
Before we take on a new relationship, we will meet with you to see if you are a fit for our practice and we are a fit for you. This ensures a productive experience on both sides and mutual respect.
We will
- Strive to fully understand your goals, risk tolerance, and time horizon.
- Make clear recommendations based on your information.
- Explain exactly how we are compensated.
- Meet to review by email, phone, or in person.
- Maintain strict confidentiality.
- And place your needs first. Always.