V. Kenneth Johnson meeting with good friend and client Dr. Angela Brown
It’s important to:
Establish the Rules of Engagement: What are your goals and expectations? What are my expectations of you?
Transparency: Vitally important in the overall process. The success of our professional relationship is rooted, in large part, in the confidence for being transparent. The effectiveness of my advice and recommendations is directly influenced by the integrity of the information that you provide.
Commitment: There are no "perfect plans". We must be committed to meeting on an ongoing basis in an attempt to respond to changes in the landscape of financial services, in general, and in your situation, in particular. We must be serious in our pursuit for financial literacy and effective planning.
End Result: The final decision is always yours!