To assist you with building the trust you require to properly disclose vital information, it is important that during the developing stages of our relationship that we proceed in a manner which puts you at ease. As your Financial Planner I may request to see copies of current investments held with other institutions. This request is not necessarily because I anticipate having you immediately move all your assets under my direction and care. Rather, it is so I can review the investment decisions you have made in the past, better access your comfort level and the rates of return you expect, and then work with you to make a realistic plan for your future.

Once we have had an opportunity to work together and you begin to realize the goals we have set, the greatest compliment you can offer me is a referral to your family members, friends and business associates. I have built my practice on my reputation and hold your opinion of me in high regard.