THE FINANCIAL PLANNER WORKS FOR THE CLIENT.
Clients are the pilots; planners sit in the co-pilot seat. The service is delivered with independence, integrity, and a client-centered focus.
We must seek a fiduciary, a planner legally required to work in our best interests. In this arrangement, we are likely to receive full disclosure.
Paying for service will be direct, not based on salesmanship. Choose service over products. There is passion about the process and the relationship.
We seek encouragement, accountability, action, and measurable outcomes. The implementation of enduring financial principles creates a deeper peace of mind.
