Transparency is key and as we work with each of our clients, it is our goal to give them a complete and full understanding of what to expect working with Gordon Wealth Planning. As we enter a partnership, you may ask, “What’s in it for me?”. Every client will have the benefit of knowing they have all of the following:
- A plan, roadmap or blueprint of how they can purse their goals and work toward protecting against the unexpected
- A confident mindset that there is a plan
- A plain-English understanding of what plans, strategies and investments they have
- A professional relationship with an advisor who will provide impartial, unemotional and balanced recommendations in the best interest of the client
- A level of personal relationship based on working for the personal interests of the client and their family
- An education about relevant subjects to a depth and in a language appropriate to them
- A relationship that is collaborative and not autocratic
- A resource to seek information and advice about tangential and unrelated subjects
- A confident mindset knowing they have someone who has their back
- A confident mindset that there is all of the above