What will Family Investment Center expect of me?

  • We expect you to be honest and forthcoming about your personal and professional goals, and about your current financial situation.
  • Financial planning is personal, so we will ask you to share with us data and issues that you may not share with anyone but your family.
  • Specifically, we expect you to share your personal financial data and financial history with us, and to deliver relevant documents upon request.
  • We believe that a terrific financial plan requires a commitment of time from you.
  • We believe that a team approach to financial planning is the most successful for our clients.
  • We expect you to keep us informed in a timely manner about important changes that will have a significant effect on your financial and personal life.
  • We always ask that you carefully review all communications and statements from Family Investment Center, Inc. immediately and promptly report any errors to us and/or ask for clarification about anything you do not understand.
  • We ask that you give us at least 24-hour notice for any cancellation or delay.
  • If at any time you find that we are speaking in terms you don’t understand, we ask that you make us aware of it and request clarification.
  • We ask that if you are reluctant to follow our advice, and/or if you don’t feel confident in our motives and advice, that you contact us immediately.
  • Because the key element in maximizing a financial plan is giving it a chance to work, you must be willing to allow it a reasonable amount of time to produce results. When an element of the plan needs to change, it is changed through the planning process.

 

Let’s plan for some serious freedom.

Get Started