1. You know me and I know you. I ask questions, find answers and thoughtfully implement a strategy.
2. I communicate easily and as often as you wish; I prioritize the timeliness of my responsiveness to you.
3. I aim to provide you with valuable information to allow for you to make solid choices, focus discussion and confident decision-making.
4. It is my privilege and pleasure to educate and empower you to make responsible investment decisions.