The Expectations
Client Service Calendar
To ensure our clients receive maximum value, we have created a client services calendar to be implemented once our clients enter the Action and Maintain phase of our relationship.
Expectations as a Client
Meetings when and how you want to have meetings
You get to know me, my philosophies, and work ethic.
I get to know you, your goals, your fears, your weaknesses, and your communication preferences.
An accountability partner that will make sure you are doing what is needed to reach your desired goals.
Complete and thorough analysis of your current situation.
Develop a customized strategy to achieve your goals.
Provide specific advice and recommendations to make the strategy work.
Expectations of Clients
Provide us with a clear picture of your goals and objectives.
Both initially and as your thinking and lifestyle evolves.
Provide us with all relevant financial information.
Both initially as well as making us aware of any major changes as they occur.
Actions based on our recommendations.
The mindset this partnership is a collaboration and the greatest results will happen when we are working together.