It’s no small matter that you chose to entrust your financial investment advice to me as your new financial professional. I take this new role in your life very seriously and I am excited to partner with you in the years to come. Here are just a few things to expect as we move forward:
My director of Client Care, Jamie Garrett, will be of tremendous value to you in the future. She can answer many of your questions quickly and help process your requests expeditiously. Don’t hesitate to reach out to her at 919-275-0754. It is likely you will be able to connect with her faster than you will with myself.
As mentioned in our planning meetings, it is critical that we have periodic reviews of your financial plan to keep it on track. Life changes and so must your plan! I’ll be reaching out to you annually to schedule a financial review. Of course, if, at any time, you would like to meet between now and then, don’t hesitate to reach out. I’m here to help in any way that I can.
Finally, I know you have other parts of your life that may need assistance as well and I’d like to introduce you to strategic partners who are fantastic at what they do. I know, sometimes it’s hard to get a good recommendation for a plumber or carpet cleaner, or attorney. If you need to work with a professional of any kind, don’t hesitate to reach out to me and see if I have a reputable, dependable strategic partner that may be able to take good care of you. Chances are, I probably know someone that can do what you are looking for, not only locally, but across the country.
I’m looking forward to our new relationship.