Client Service
Just as you would expect from a premium service provider, we impart a guest-like experience and set clear expectations of what to expect when working with us. Limiting the number of clients we accept ensures the personal one-one-one attention you deserve.
Timing
Your calls will be returned the same day during business hours and your emails will be returned within 24 hours.
Expectations
Mutual Respect for time
Complete understanding of the engagement
Honesty in all communications
Integrity in all actions
Meeting Schedule
90 day Implementation review meeting
6 month video chat or phone call
Annual GuidePath Plan Review
Communications
Monthly:
Account Statement
Quarterly:
Hospitality Phone Call
Newsletter
Market Update
Annually:
Net Worth Statement
GuidePath Plan Review
The Year in Review
Settlement Process
Legacy Possibles Bag
A detailed repository of all information needed to simplify the estate settlement process. We’ll be there to assist your loved one throughout the entire settlement process.
Our Legacy Possibles Bag includes:
- Copies of wills, Trust documents, Powers of attorney
- All investment and banking accounts with provider contact information
- Life insurance benefit amounts with provider contact information
- Attorney and Tax Accountant contact information
- Prepaid burial plot information