10 Key Elements to a Great Client Relationship

• Investment Performance Shouldn’t be the Only Measure of Success

  • Clients that measure the success of the relationship with 2020 only based on their account performance, jeopardize the long term relationship

• Client and Advisor Communication

  • We ask our clients to be responsive. We work hard at being available and accessible and ask the same from our clients.

• Material Updates to Life

  • Life happens and we need to know when it does. If major events occur we want to know about it and be part of the conversation on what happens next

• Put Risk at the Front of the Conversation

  • Setting expectations and predefined limits around risk that everyone understands keeps you on track toward your financial goals.

• Short Term Investment Timeline

  • If you plan to need to money soon, investing may not be the best solution.

• Value Our Expertise

  • It is important for us to know what our clients value about our relationship and trust that we are putting their interests first.

• Participation in Education

  • Financial planning goes deeper than a pathway to monetary success, it’s a philosophy and knowledge on how to live your best life.

• Honest Communication about Anything Your Not Happy With

  • We want deep and authentic conversations about what you want from life and how your money fits into that. Sometimes communication is messy and we need to respect one another enough to be honest.

• Investing in Our Mutual Success

  • We are here to create purpose for both our clients and ourselves. We are on this journey together. Sharing your experience with others defines our reputation.

• Willingness to Be Vulnerable

  • Finances consistently rank at the top of emotional topics and can cause vulnerability. We want to create a safe space.