Typically a prospective client will call us as the result of having visited this website, attending a seminar or workshop or having been referred by an existing client of the firm. The objective of the call is to determine if there is a good fit between the prospective client needs and the firm's capability to satisfy them. If so, we will set up an appointment either in our offices, the client's home or office or via a web connection.
That first meeting is on a complimentary basis and is to gather basic facts and data, determine what work needs to be done, a timetable for it to be accomplished and an estimate of costs involved . .
We recognize our fiduciary responsibility to you to always act in your best interests. That being the case, we will help you identify the challenges and opportunities in your situation and advise you on alternatives to successfully deal with them. Our responsibility is to advise you on the alternatives available and the pros and cons that may be involved. You are absolutely free to take our recommendations and implement them however and wherever you choose. If Standard Planning Company is able to provide the recommended service or investment strategy and you wish us to do so, we will be happy to work with you but you are under absolutely no obligation whatsoever to do so.
An example of this may be that we recommend your investment accounts have a particular asset allocation and exposure to certain areas of the market. If you have a investment account somewhere and wish to implement our recommendations there,fine. If you did not have a relationship or are not comfortable with their ability to fulfill our recommendation, then you may choose to work with us.
