I promise to be committed to you, your life, your family, and your future.

I promise to invest your money as carefully and strategically as I do my own, because I know that your desires and dreams for your family are as important to you as my family’s are to me.

I can promise you that, throughout all the years and decades that we work together, you will never find another advisor who will care more about you and your family, or who will be more diligently committed to the realization of your goals and dreams than I am.

I commit to the highest honesty and integrity. I will tell you the absolute, unvarnished truth all the time, even when you may not want to hear it. I will never tell you I can do something I can’t, nor will I tell you I will do something and then not do it.

I promise to vigorously continue the pursuit of education. The more I educate myself, growing in wisdom and understanding, the better I can help you and your family. You will surely encounter another who is “smarter” than I am. But you will never in your life find another you can trust more implicitly than you can trust me.

When we work together, in that spirit of mutual trust, there’s nothing within reason that we can’t accomplish. You can have all the wealth and happiness you desire. And most importantly, you won’t have to worry anymore.

I absolutely forbid my clients to worry. If you’re going to pay for my counsel and then worry about it, you haven’t accepted my advice—which means you don’t trust me.

Without trust, I cannot fully help you, which wouldn’t be fair to either of us. Your job is to enjoy life and all the blessings it has to offer.

Understand clearly that you are being asked to entrust your family’s financial future to me. Not to a particular plan, specific investment, or investment portfolio. To me. And I am confidently and passionately accepting that responsibility.

Is this a fair promise we can agree on?