Our Commitment To You
We take commitments seriously around here
At Clario we commit to our each of our clients the following:
- Any commitments we make to you are fulfilled in a timely manner AND as expected by you.
- You will get regular feedback regarding how you are progressing financially.
- Proactive contact by the staff to see if "there is anything we can be doing for you right now."
- Proactive contact by our staff to you ahead of important financial deadlines. Excellent follow-through on issues by our staff. ·
- Our financial advice has value to you beyond investment advice. You are making smart choices about your planning in all areas.
- You know we are "on top of”' your planning issues.
- You know we are there for you and will respond quickly to you.
- Beyond your money, we will encourage and help you focus on what is most important to you in life.