Working Together

Initial meeting:

No sales pitch, no pressure. Let me get to know you. Who and what is important to you? What do you need help with? Let’s meet first, and then decide if it makes sense to work together. Please bring any questions and account statements or documents that you feel deserve immediate attention.

Ease of doing business:

I’ll work with your schedule to meet at the time and place of your choosing. Or, if you prefer, we can communicate over the phone or online. I’ll be as transparent as possible as to the costs of doing business with me, and what you are getting in return.

Ongoing relationship:

After addressing your most pressing needs, we’ll stay in touch. We’ll review at least annually to see if we need to make any adjustments. In some cases, that might be just a quick phone call. If you prefer more frequent and in-person meetings, we can do that too. No two clients are alike, and their needs for being contacted can vary.