– HOW WE WORK –

OUR BUSINESS PHILOSOPHIES

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Confidentiality

What happens here, stays here.
Confidentiality
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Responsibility

We are responsible to provide options and information. You make the decision.
Responsibility
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Proactive
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Proactive

We keep our eyes on your goal. What can we do to help avoid a challenge, reduce your risk, or move toward your financial success?
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Customer satisfaction guarantee
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Customer satisfaction guarantee

We work until you are satisfied. If we cannot satisfy you, we return the fees paid relating to the service.
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Attitude

Have a fun, positive and encouraging attitude– one worth catching. Focus on strengths, not weaknesses.
Attitude
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Conflict

We do not run from conflict. If you do not agree, we may not have all the information.
Conflict
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Curious
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Curious

Ask questions. Visit their business. We value lifelong learning to pursue new skills and expand knowledge.
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Competence & Excellence
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Competence & Excellence

We take pride in the work that we do. We insure that it is done as right and as complete as we can make it. If we do not know, we research and find the answer. We take time to do it right the first time.
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Empower those around us

We provide information so that you can make anv informed choice. Instead of telling you how to do it, we walk through the situation, discussing options.
Empower those around us
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Communication

We adapt to the clients. Do you prefer e-mail, phone calls, mail or face-to-face meetings? Do you like details or just the conclusion? Do you understand graphs or numbers?
Communication
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Billings, fees and collections
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Billings, fees and collections

Before starting a project, let’s define a range in mind. Review the range with the client. If cash flow is tough, let’s discuss payment options. Reduce the stress for us and the client by bringing it into the open.
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To discover how we can partner, contact us at 920-351-4842 or [email protected]
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