Once my financial plan is completed, will our relationship end?
Depending on your needs, the engagement may end at this time however, the majority of my clients continue with periodic reviews or ongoing retainer program (see 7 Steps to Success ).
Because financial planning is a process, not an event, I recommend periodic reviews to assure you stay on track to your goals.
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Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |