WHAT TO EXPECT OF US
You can expect us to give you an accountability partnership with a CERTIFIED FINANCIAL PLANNER™ professional.
You can expect us to ask a lot of questions to learn about you and your unique situation.
You can expect us to complete a detailed analysis of your situation.
You can expect us to provide a welcoming environment that is geared towards making you comfortable discussing a sensitive topic.
You can expect us to be there when you need us and respond promptly to your requests.
You can expect to meet with us at least once a year, and sometimes several.
You can expect us to do much more behind the scenes to keep your financial life on track.
You can expect us to reach out to you when we think you need to do something.
You can expect us to protect your private information and not send anything sensitive via unsecure email.
You can expect us to have a network of Accountants, Attorneys and other professionals available for you.
OUR EXPECTATIONS OF YOU
We expect you to be a good partner in your journey.
We expect you to provide us with relevant information – so we can be as detailed as possible.
We expect you to make us aware of any changes – so we can make adjustments as needed.
We expect you to collaborate with us – so we understand your goals and objectives.
We expect you to attend at least one meeting with us each year.
We expect you to take action based on our recommendations.
We expect you to invest all your investable assets with Eight Peaks – so we can have a thorough understanding of your financial life and make changes easily as necessary.
