Do I have to implement my plan with you?

If you engage us to create a financial plan with you, we never want you to feel obligated to implement the plan with us. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

At the same time, we hope that you choose to work with us. Since we know that a plan is only as good as that which is executed, we can be by your side helping to select appropriate products or accounts to fulfill your needs.