In the world of Certainty Based Advice® we provide our clients with a Terms of Engagement letter each and every year.  We do this because life is full of uncertainties and we do not want to make any assumptions about what we need to do to help them.  Our Terms of Engagement letter details our understanding of the important financial outcomes our clients are motivated to achieve, our approach to providing greater financial certainty for our clients and an estimate of our fees.

We work best with clients who want a valuable, long-term relationship with us; in fact much of our success lies in our client’s referring others who they know – people who are also looking for greater financial certainty in their lives.