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You
elect to continue on an as-needed basis. |
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You
call whenever you wish to initiate services (for
instance: market conditions change or you have a
major life change). |
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The
ball is always in your court. |
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We
are available on a first-come, first-served basis. |
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You
elect to continue on a regularly scheduled,
ongoing basis. |
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We
are pro-active in reminding you to schedule
periodic reviews. Many clients like to come in for
an update visit every 6 mos. |
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Once
we remind you that you are due for a review, you
are responsible for calling up to set it up. |
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We
meet at these set intervals to review and monitor
your plan and/or investment portfolio and make
adjustments as needed. |
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You
may wish to call us at other times. We encourage
you to call whenever you have a change in your
personal circumstances, when there is a change in
the marketplace, or when you think a more frequent
consultation would be beneficial. |
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We
assist you in setting up your accounts and
implementing your financial plan, if you wish. |
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You
receive a password and have access to information
posted on the "Clients Only" portion of
our web site. If applicable, you may also access
your investment accounts online. |
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The
ball is most always in your court. |
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You
elect to engage our services on an on-going,
retainer basis. |
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Retainer
fee is based on a percentage of assets under
management and may be adjusted based on the
complexity of your unique situation. |
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A
retainer engagement is appropriate for clients who
wish to transfer the supervision and monitoring of
their investment portfolio. |
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We
perform all implementation for you. |
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We
agree upon frequency of meetings, frequency and
type of reporting and services desired. |
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Common
review frequency is quarterly or semi-annually,
however, you may call at any time for advice and
consultation. |
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We
call you to set up all reviews. |
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You
receive a password and have access to information
posted on the "Clients Only" portion of
our web site. |
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If
applicable, you may also view and access your
investment accounts online. |
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You
receive preference regarding scheduling and
availability over clients who contact us on an
as-needed basis. |
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The
ball is in our court, period. We maintain a high
level of reporting and communication with you. |
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