As with any relationship, communication is imperative. I take the time to get to know you and understand your unique financial situation. Whether in person, by phone, or via e-mail, it is important that I stay in periodic communication with my clients. Even if we do not have direct contact in 30 days, you will get my take on the markets, as I intend to personally write a letter each month.
I schedule meetings with clients as they desire. Some clients want to communicate daily, while others prefer to meet just once per year. My goal is to be as accessible as possible, but not a nuisance. It’s about you – not me. My clients’ financial goals cannot and should not fit into a specific mold.
If we are able to understand the purpose of the assets in question, together we can customize a strategy tailored to your needs, no matter where you stand financially. Knowing my clients personally is the only way I feel I can provide the best service possible and retain relationships year after year.
