How often do we communicate?
We feel that communication is the cornerstone of a successful relationship. It is also a two-way street. We routinely meet with our clients at least twice per year, generally at the beginning of the year to map out the road ahead, as well as towards the end of the year to solidify any decisions that may have an impact on the tax year. In addition to our routine meetings, we pride ourselves on unlimited availability for our clients. We want to be a part of every major financial decision you face, as well as a trusted resource for things you just need a second opinion on. For this reason, we generally are speaking with most of our clients between 3 – 10 times per year.
In addition, we regularly communicate ideas, economic conditions, market trends, investment ideas, and other writings we feel will benefit our clients through our blogs and emails.