For Accredited Investors:
Education:
Educating my clients about the programs and options available to them is important. Part of providing a good education and being a resource or my clients is understanding their needs and concerns.
As part of the process, we will need to build a picture of your current situation so that we can move forward in a proper manner.
In building that picture, we will need to review financial and legal documents (wills, trusts) and possibly consult with your other advisors so that we can work in concert to address your needs and help you obtain your goals.
Client Education:
Before anything is done, money moved or documents drawn up, we want our client to have a good understanding of what is being done, why it is being done and how it will benefit the client and their situation.
We encourage our clients to do their own research, bring questions and concerns to each meeting and make sure the responses given are clear and understandable to them.
And the client is encouraged to inform us of changes to their situation in a timely manner, so that we can adjust the plan accordingly.
If we do not know, we cannot help.