Jones Letter
Return to J & S Jones Sample
Sarah & John Jones
123 Any Street
Nackawic, NB
Postal Code
Dear Sarah & John:
We have prepared this financial plan for you based on what you have told us about your family and your investment goals.
We feel that it is our responsibility to help you create enough money when you, or your family need it most….regardless of if you live too long, die too soon or get sick or hurt along the way.
This printout is designed to give you a “thumbnail” sketch of the basic aspects of your financial future. It will help you see your current financial situation clearly and evaluate how well your current plan will allow you to achieve your goals.
This package is designed to give you a sense of the steps you can take to ensure your family’s financial and personal plans are in order.
As we have previously indicated, our mission is to earn your trust through honesty, integrity and by placing your interests first. There are no short cuts. Our relationships begin with us helping you become as clear as possible about your financial goals. Once this is done we will develop a comprehensive financial plan designed to help you achieve these goals. As part of this plan, we cover investment, insurance, tax and estate, financial and family planning components of your unique situation. Our focus will always be planning driven as opposed to product driven.
We strive to serve you as a team. We will coordinate our expertise with the activities of your existing professional advisors such as your accountant, lawyer, banker, stock broker and insurance broker.. If required, we can also tap into our network of professional advisors.
Our investment philosophy is essentially to use the strategies that the very wealthy incorporate. There are no get rich quick schemes rather we operate within your personal risk profile and structure each financial plan so that you will achieve long-term growth without undue risk. As a result, both you and we can sleep at night.
Your plan is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition we ask that you meet with us at least twice per year for regular reviews. (in the 1st year we generally meet quarterly as we are implementing your plan)
We are committed to excellence in service. This means quick response and accuracy in all interactions and creativity in our developing relationship. Confidentiality is always maintained.
We believe that our best client is one who is fully informed. As a result, we have a strong commitment to client communication and education.
Sincerely,
M.T. (Mike) Washburn, CLU,ChFC
Chartered Financial Consultant
