At the heart of our advisory practice is one fundamental principle: Communication. We firmly believe that the cornerstone of a thriving client-advisor relationship is consistent and open dialogue. Our commitment to this principle is evident in how we engage with you:
1. Monthly Phone Check-ins: Because a written update can't replace the personal touch of a conversation, Kiran and Jon make it a point to touch base via phone at least once a month. This allows us to address any queries or concerns you might have, and to keep our strategies aligned with your evolving needs.
2. Bi-Weekly Mailer: Every two weeks, you'll receive curated insights and updates, ensuring you stay informed about the financial landscape and how it might affect your investment.
3. Online Account Access: Your financial dashboard is available to you 24/7. With intuitive visuals and up-to-date data, you can have a real-time view of where you stand and where you're headed.
4. Educational Events: Your financial literacy is a top priority for us. Throughout the year, you'll be invited to exclusive events aimed at deepening your understanding of various financial topics and investment strategies.
In every service touchpoint, our goal is to be there, present, and available, ensuring you never feel in the dark about your financial journey. With us, you're not just a client; you're a valued partner in the collaborative process of wealth management. To learn more about our promise, contact us.
