Relationship Service Performance R.S.P. Process™

The three pillars of a good advisor – client experience are for there to be a good and trusting relationship, good service, and good performance in pursuing client goals.  Having a good experience with one or two of the pillars is not good enough for the long run.  All three need to exist.

We have created a process to nurture all three areas that we think is a refreshing change to the low service and implementation standards that seem to exist in business today.  We call this process the Relationship Service Performance R.S.P. Process™.  It provides a framework to address the complex pieces of a client’s unique financial puzzle, implement actions that they wish to take, and revisit and make necessary adjustments as their lives, the economy, and the tax landscape change over the years.  It consists of 15 separate planning areas that should be periodically discussed on an ongoing basis. 

The heart of our Relationship Service Performance R.S.P. Process™ is our scheduled contact with you and your family.  This drives the financial planning and investment process and makes our relationship much more than that of an advisor with a primary focus on investments.  Our process for client contact limits us to having a manageable number of clients per team member so that the quality of our service to you remains our focus.