The ACP Member Pledge to Clients

In my dealings with my clients, I pledge to be:

  • Holistic in outlook.  I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations.
  • Professional in conduct.  I will protect your privacy.  I will strive to maintain the highest ethical standards possible in my work and life.  I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
  • Educational in nature.  I will guide you through your options and explain them clearly to help you make the best choices.  I will always take the time to make sure you understand my advice.
  • Independent in compensation.  I will never sell you a product nor will I take a commission or a referral fee from another professional.  You will receive objective, unbiased advice from me.
  • Committed to your success.  Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.