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I promise that throughout all the years that we may work together, you will never find another trusted coach who will care more about you and your family or who will be more deeply committed to the realization of your financial goals.

I commit to tell you the unvarnished truth all of the time, even when you may not want to hear it. When you ask me a question that I do not know, I promise to say “I don’t know” – then do everything in my power to get you that answer.

I will never tell you I can do something when I can’t, nor will I tell you I will do something and then not do it.

Working together in that spirit of mutual trust, there’s nothing within reason that we cannot accomplish. Perhaps the most important part is that you’ll never have to worry anymore. I insist that my clients create a plan and then stick to that plan. Optimism is the only long-term attitude in investing. I promise to remove as much emotion as humanly possible.

I absolutely forbid my clients to worry because, in a very real sense, that is what you have hired me to do. If you’re going to seek my advice and counsel and then worry, you haven’t really accepted my advice, which in effect means that you don’t have faith, trust or confidence in me. I can’t handle your account on that basis; it wouldn’t be fair to either one of us.

I ask to earn your faith, trust and confidence, not in a particular plan or investment portfolio but in me as your coach. I, for my part, am offering to accept that responsibility. Do you feel that this is a basis on which we can move forward?

If so, let’s get started


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