Creating financial blueprint is a two-way street, . . .
The key to getting maximum value from our relationship is communication and candor.
It is important to:
- Get acquainted. Please contact me to arrange a meeting to review your situation and discuss with you how I work and who I am. Once we determine that working togetheris comfortable, then we can discuss the products and services that can help you.
- Educate Me. Please don't expect me to be a mind reader! I may anticipate many of your needs, but I will not assume anything. That's why it's so important that you be candid in providing information.
- Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
- Make it a team effort. Let’s work together. Listen carefully to the recommendations and help tweak one to fit you, and remember — all the decisions are yours. Make sure you're comfortable with the outcome.