Customer Value Proposition

· Communication - Client meetings via phone quarterly,  face to face meeting annually, or a higher frequency request. Phone calls returned within 24 hours unless requested otherwise


· Clarity Bring clarity to this chaotic financial world. Clearly explain the potential advantages and disadvantages of any  financial decision. 


· Comfort We do not create a false sense of urgency. We do make it clear when timing could be an advantage.  We go at your speed.