Clients rely on our mutual accessibility and planned periodic reviews. These are timely reviews scheduled according to each client's needs, critical to sustaining productive Professional<>Client Relationships.

Because of our planned periodic reviews, written communications with our clients are usually routine, rarely critical. Privacy and security regulations, as well as investment regulations, govern. We never use email for confidential communications.

Emails: to confirm appointments, send announcements, send links to point out additions to our website and other non-confidential messages

Letters: for personal and confidential written messages to clients

Website: most of what you will want to know from us will be part of our website.

The Clients Only portion of the website is private for each client, allowing access to

• our ToDo list—updates on the implementation of your financial plan
• your ToDo list—you can add and record your accomplishments
• a link to your financial plan where you can sign in and see your plan in whole
• a link to your investment accounts.