Clients’ Bill of Rights

We have learned what is important to our clients when they work with us. We hope that by articulating these principles our clients and our associates will better understand how we intend to operate our firm and deliver our services.

CLARITY AND SIMPLICITY COUNT
Communicating complex and confusing issues in a straight forward and easily understood way takes effort and skill, and we fully accept this challenge. Our goal is to make things simple and understandable in all our communications with clients.

SETTING AND MEETING EXPECTATIONS
We take responsibility for delivering our services accurately, on time, and in a way that is consistent with our clients’ expectations. Interactions between people frequently leave room for misunderstanding, and misunderstanding leads to frustration and disappointment. We work to avoid disappointments or “surprises” for our clients, and take steps to ensure clients are highly satisfied with the work we do for them.

ACKNOWLEDGING OUR LIMITATIONS
We are not experts in all areas, but our clients need expert answers. We will not hesitate to utilize the expertise of other professionals if we believe that a better solution will result for our client. We always work in our clients’ best interests, without exception.

PROMPT AND ACCURATE ANSWERS
We know our clients expect us to respond promptly and appropriately to all questions and inquiries. We are constantly enhancing our procedures and internal systems to make it fast and easy for our clients to get answers they need.

WE ARE AVAILABLE
Our clients can contact us whenever they have a question or concern about their financial affairs or our services. We provide ongoing communication in the form of periodic emails, quarterly newsletters, and annual reviews. When more individual attention is needed, we are always available for phone conversations or face-to-face meetings.

LOOKING BEYOND THE NUMBERS
Each client is unique and needs individual solutions. We want to understand what’s important to each client, so we can provide recommendations that work for them. Much of our analysis involves the use of numbers and quantitative techniques, but we also strive to understand our clients’ dreams, fears and ambitions.

TRUST ENGENDERS OBLIGATIONS
We recognize that we are important in the lives of our clients. They have entrusted us with their most sensitive and confidential information. Our clients have the right to expect that we will honor the confidence they have placed in us by delivering the best service we can, with care and skill.