The Importance of Communication - by Abbie Holden, Operations Manager

Communication is key in any relationship.  Building a financial plan and listening to your goals is our business.  Effectively communicating your individualized plan back to you by giving you the information you need is just as important. 

Our communication does not stop there though.  By keeping communication open we build lasting relationships.  We take the time to find out the best communication match for you.  Whether it is a phone call, a written letter, a short email, or a conversation over coffee in our lobby, we strive to have a communication culture that is flexible and diverse.  

Getting comfortable and understanding how each of our clients and team member prefer to communicate creates a better balance in your relationship with us, and in the strength of our organization as a whole.

"The two words information and communication are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through." - Sydney Harris

Let us know the best way to get through to you!