Communicating regularly and clearly with clients is a great priority of ours. We typically start with the financial planning process. The financial plan results in a comprehensive list of action items for us and the client. These early stages of our relationship with clients are intensive, with several in-person meetings and phone call/email follow-up along the way and afterward.
While it’s our goal and desire to be highly communicative and transparent, we also understand that our clients are busy and are partly working with Parkside in order to save themselves time. So we strive to be highly efficient in our communications and will work with you to ensure that you’re hearing from us as often and as much as you would like.