We take the time to sit down with clients and obtain aclear understanding of their financial needs and goals. Matching a client'sgoals with the financial and intellectual resources available affords us theopportunity to empower them to make important financial decisions. Throughclient experiences, we have found, by having a flexible plan based on what isimportant to clients (ex. financial independence), is essential to the processof them reaching for their goals. Working together and looking to have a clear graspof a client's financial picture allows them to have the confidence in therecommendations we offer. As with any plan, providing personalized service isequally critical to their long term success. We believe working together withthese components is key to the client-advisor relationship.