Trust is vital to successful working relationships between financial advisers and their clients. To earn clients’ trust, we must demonstrate our integrity, day in and day out. We must do what we say we will do. We must eliminate any real or perceived conflicts of interest so we can focus solely on our clients’ best interests.
Our business is about more than just money management and investment performance. It’s about bettering people’s lives and helping them achieve happiness. Achieving these twin goals ranks as our top priority.
All clients are unique, and to serve them effectively, we must take the time to understand their individual lives, including their values, priorities, concerns and dreams. We cannot take a one-size-fits-all approach. We must customize our services, making sure that every financial plan we develop is as unique as the client for whom it is designed.
We are committed to staying at the forefront of best practices in our industry. To do so, we foster an internal culture that emphasizes continuing education, promotes the exchange of ideas and opinions, and welcomes innovative strategies and solutions.
We communicate clearly and frequently with clients, updating them on their progress toward their financial goals; reminding them, as necessary, about financial housekeeping requirements; and sharing useful information to enhance their financial knowledge. We avoid financial jargon, speaking instead in terms that our clients can understand easily.
We believe that small acts of kindness can make the world a better place. We welcome clients and other guests with warmth and respect when they visit our offices. We make sure a real person answers the phone during business hours. If the person a caller is seeking is not available, he or she will call back promptly. We also make ourselves available at clients’ convenience when they have an urgent question or issue to discuss.
As a successful business, we believe in giving back to our community and in supporting a variety of charitable causes.