THE CLIENT HIRES THE FINANCIAL PLANNER TO BE ON THEIR TEAM.
They both work together to achieve consistency, collaboration, and a high level of ongoing value. It’s a two-way street, a two-way relationship. We get back what we put in. Both parties gain wisdom and experience from the process.
Trust is built by establishing commitment and being dependable (do what we say) over time. The financial plan and the planning process are at the center of this relationship. Together, we take action. We have a can do attitude. We improve our lives and the lives of those around us.
Work together on the vision of how the experience will look and feel. The relationship is ongoing. It is financial life planning. It is client-centered. It is consistent and collaborative.
