In all my dealings with my clients, we pledge to be:
Holistic in outlook. We will consider all of your circumstances, family
needs, goals, values, and aspirations when making recommendations.
Professional in conduct. We will protect your privacy.
We will strive to
maintain the highest ethical standards possible in my work and life. We will
continually enhance my skills and credentials through continuing education,
and we will refer you to other professionals when you need help in an area
outside my expertise.
Educational in nature. We will guide you through your options and explain
them clearly to help you make the best choices. We will always take the time
to make sure you understand my advice.
Independent in compensation.
We will never sell you a product or service
other than holistic financial planning nor will we 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 we commit to adjusting your plan as your life goals change.
