How often do we communicate?
We feel that communication is the cornerstone of a successful relationship and is a two-way street. As a major part of every financial decision you face, you can expect to speak with us at least twice per year — we generally meet with most clients between three to 10 times annually. We make sure to touch base in the beginning of the year to map out the road ahead, as well as towards the end to solidify any decisions that may have an impact on the tax year. In addition to our routine meetings, we pride ourselves on availability to suit our clients' needs — we’re never more than a phone call, zoom meeting, or email way!