Creating a well designed plan is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. It’s important to:
Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you. We can meet at a location of your choosing or we can have a "Virtual" meeting via computer if you prefer.
Educate your representative. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
Educate yourself. At the same time, you too should ask questions. Be inquisitive. I will provide details and explanations about recommendations and how certain plans may work, but I would like for you to be an educated consumer. Remember, the only "dumb question" is the one that isn't asked.
Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. I want to make sure you're comfortable with the outcome.