As we all know, change is the only constant in life. Our firm has developed a structured and systematized process to ensure that our clients stay one step ahead of the inevitable changes that will occur in the law, the family, and the finances.
Emphasis on Education
Under no circumstances do we want to hear a client say, “I don’t understand how my plan works, but I trust you.” Although it is sincerely humbling for us to hear, it causes us to be concerned that the client could unintentionally sabotage their plan because of a lack of understanding. Thus, the key to a plan that works is one supported by education. Our clients consistently tell us that an increased understanding of their plan fosters a higher level of confidence and true peace of mind.