Keys to a Successful Relationship: What You Can Expect

We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, The SWAN FORMula™. To maintain a successful working relationship, one where we can help you achieve your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

• Acquire and maintain a thorough understanding of your financial goals
• Update your current financial information as your life unfolds and needs evolve
• Carefully determine and monitor your investment risk and time-frame
• Explain the implications of all recommended financial planning strategies
• Update you as and when appropriate by appointment, email, mail, or phone
• Meet with you regularly to review your Personal Financial Organizer (PFO)
• Act as your primary Financial Advisor and steward of your financial future
• Coordinate with other financial professionals when your plan requires it
• Treat you with utmost respect and professionalism