Your Role
Creating a well designed plan is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. It’s important to:
- Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you. We can meet at a location of your choosing or we can have a "Virtual" meeting via computer if you prefer.
- Educate your representative. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
- Educate yourself. At the same time, you too should ask questions. Be inquisitive. I will provide details and explanations about recommendations and how certain plans may work, but I would like for you to be an educated consumer. Remember, the only "dumb question" is the one that isn't asked.
- Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. I want to make sure you're comfortable with the outcome.