I'm interviewing several advisors, who can I trust?

Trust is an interesting thing… it is both earned & given. It’s a requirement of any meaningful business relationship… any relationship.
I can speak with authority about the process we have created. First we complete your Financial Road-map™ in our initial meeting. The reality is that highest purpose of that meeting is to determine if it will be a good fit for us to work together or not. If after an hour, things seem like they are working well, it will be obvious to both of us. If things are not going well, it will be obvious to both of us. My process for that meeting is designed to determine if we can establish a relationship where we trust each other.

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