Service Commitment

Client Experience Commitments

As part of our 360 planning process, we are committed to providing you the following

• In-depth annual plan and review of goals and objectives with a recap of the past year and development of an action plan for the upcoming year

• Regularly scheduled meetings to review investment strategy, performance and progress toward goals

• Periodic review of outside accounts for continuity of strategy and risk tolerance

• Complementary coordination of other professionals (e.g. CPA, estate attorney, etc.) that play a role in your financial life

• Timely and attentive service with a designated Account Manager and rapid, personal response to all inquiries

• Weekly Investment Report Newsletter and monthly Market Commentary

• Next generation consultation and planning

• If desired, up to 1 month of complimentary sessions with our in-house Life Coach to help navigate the challenges sometimes associated with life transition events like retirement, the sale of a business, divorce or the loss of a loved one.