The Expectations

Expectations as a Client

  • Meetings when and how you want to have meetings

    • You get to know me, my philosophies, and my 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 and not against each other.