One-Client Service™ Experience

Through the context of a long-term partnership, we engage in panoramic financial planning with you through our proprietary process,
the Work Optional Formula™.

We are committed to providing an amazing client experience for you and your family. We are focused to help you
achieve your family, occupation and recreational goals. You should expect us to consistently and responsibly perform all the
services outlined below:

We will strive to:

  • Acquire and maintain a thorough understanding of your financial goals
  • Update your current financial information as your life unfolds and needs evolve
  • Carefully determine and monitor your investment risk and time-frame
  • Explain the implications of all recommended financial planning strategies
  • Meet with you regularly to review your Personal Financial Organizer (PFO)
  • Act as your primary Financial Adviser and steward of your financial future
  • Coordinate with other financial professionals when your plan requires it
  • Update you when appropriate by email, mail, and phone
  • Treat you with utmost respect and professionalism