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Client Pledge

In all of my dealings with my clients, I pledge to be:

Holistic in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.

Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education and I will refer you to other professionals when you need help in an area outside my expertise.

Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.

Independent in compensation. I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

Committed to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.

My Beliefs

• Financial planning is a continuous, life-long process focusing on the steps that lead to financial freedom and peace of mind.

• A financial planner must be independent, objective, holistic and must yield benefits in excess of the cost.

• A financial planner should support & accommodate the changes in your life, not just market changes.

• A financial planner should educate you about your issues and choices and make specific recommendations that are easy to implement.

• A financial planner must continuously update her/his education and knowledge to provide you with the best advice for your situation.

• A financial planner should sell no products and accept remuneration only from clients in order to avoid any conflict of interest.

• A financial planner must maintain a network of other competent and sensitive professionals with whom to confer and refer clients if necessary.

• A financial planner must execute work for clients in a timely manner and maintain all information in the strictest confidence.