We have talked before on this blog about the fact that we design financial strategies for our clients that recognize the occasional rough times, like those we've seen for the past year or so. One of the foremost ways we do this is with our Private CFO Process.
Through this process, we oversee a team of experts who are at the top of the wealth management industry in terms of knowledge, experience and devotion to client satisfaction. Working with them, we will design and implement a wealth management plan specifically for you. We will also work very closely with you, staying fully engaged at every step, to make sure it directly serves your financial goals and desires and that remains true to your deepest objectives over time.
But the process doesn't end when the financial plan is completed. We will meet with you in person a minimum of once every three months for the first year of our relationship. Following that, we will meet with you at the interval that you decide is most comfortable for you, but no less than once per year. If you have questions about anything, you will receive a response within 24 hours - in most cases within 12 hours.
We believe in keeping the lines of communication open. We will maintain contact with you systematically according to our communication plan, and we are always available to answer your questions and hear your concerns. Especially in turbulent times like these, we feel it is vital for our clients to know that there is always someone on top of things for them, putting their interests first.
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