Client Communication
I will conduct meetings with you during client onboarding, either in person or remotely, as the circumstances allow.
You can expect a patient and empathetic listener who understands that financial wellbeing is an important part of a fulfilling life.
I provide one-on-one reviews at least semi-annually and will be available to you more frequently as market events and client-specific issues dictate. You will receive monthly statements when you have activity in your account, and quarterly performance reports are available for advisory accounts.
During our periodic review discussions, we will also have a discussion of any changes in your life that could affect your plan, current market situation, portfolio snapshot, market outlook, and proactive steps to pursue desired outcomes.
You can expect a patient and empathetic listener who understands that financial wellbeing is an important part of a fulfilling life.
I provide one-on-one reviews at least semi-annually and will be available to you more frequently as market events and client-specific issues dictate. You will receive monthly statements when you have activity in your account, and quarterly performance reports are available for advisory accounts.
During our periodic review discussions, we will also have a discussion of any changes in your life that could affect your plan, current market situation, portfolio snapshot, market outlook, and proactive steps to pursue desired outcomes.