My Pledge to Clients
In all of my dealings with my clients,
I pledge to be:
Holistic
in outlook.
I
will consider all of your circumstances, family
needs, goals, values, and aspirations
when making recommendations.
Professional
in conduct.
I
will protect your privacy. I
will strive to maintain
the highest ethical standards possible
in my work and life. I will continually
enhance my skills
and credentials through
continuing education, and I will refer
you to other professionals when
you need help in an area outside my
expertise.
Educational
in nature.
I
will guide you through your options and
explain them clearly to help you
make the best choices. I
will always take the time to make
sure you understand my advice.
Independent
in compensation.
I
will never sell you a product or
service other than holistic financial
planning, nor
will I take a commission or a referral
fee from another professional. You
will receive objective, unbiased
advice from me.
Committed
to your success.
Holistic
financial planning is a process,
not an event. I
commit to adjusting your plan as
your life goals change.
Are
you ready to start your journey towards
financial security?
Please
call Pat Konetzny at 978-461-4932
or email me with
your phone number and best time to
call. I
look forward to hearing from you!
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