My Pledge to Clients

As an ACP member, in my dealing with my clients, I pledge to be:

HOLISTIC in outlook. I will consider everything I know about your relevant circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.

PROFESSIONAL in conduct. I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.

EDUCATIONAL in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to help you understand my advice.

INDEPENDENT in compensation. I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

COMMITTED to your success. Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals and circumstances change.

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