Scheduling: Services are offered on a short or long-term basis. They are personally structured and scheduled to meet the specific requirements of the individual client. In addition, the menu of services provided can be adjusted or expanded as the clients progressive financial and personal requirements change.

Reporting: Financial and other specified reports will be provided to accountants, lawyers, trustees, brokers, family members or others AS SPECIFIED BY THE CLIENT. All other client matters are kept in the strictest confidence.

Fees: Fees are charged on an hourly basis, plus expenses. The fees are determined at initial consultation. A Letter of Understanding will be composed, signed and forwarded following the initial consultation, discussing the agreed upon services and fees.

Referral Sources and References: Most of our clients come to us through referrals. Our largest referral sources come from the professional community. On request, we will provide those sources as references.

Bonding: All Associates are bonded.