Do clients give up control of their finances to you?
No. We pride ourselves on 100% transparency and we make sure clients fully understand how we are managing their finances. As an example, we never take possession of bank statements, so the client and family have visual access to our efforts. We realize our service is based on trust, and we take that trust seriously. We document everything we do and provide whatever is required to assure clients and their families that their daily money matters are handled professionally and competently.
