OUR SERVICE STANDARDS

 

  • We value every client remembering they are the reason we are in business
  • We will make it our goal to exceed the expectations of our clients and each other
  • We will interact with our clients and each other with integrity, respect and in a courteous and professional manner
  • We will listen effectively to our clients’ requests and promptly take the necessary actions to assist them
  • We will inform our clients of normal process time, when they can expect completion and inform of any delays that may arise as we progress
  • We hold ourselves accountable to our clients and will hold their personal business and financial information in the strictest confidence
  • We partner with our clients to create innovative, effective solutions to their financial challenges
  • We take the initiative to provide ongoing support to our clients and take a personal interest in the financial wellbeing of each client
  • We will respond to any communication or requests for information within 24 hours
  • We strive for excellence by seeking continuous improvement in every aspect of our business
  • We will be considerate, cooperative and helpful to every team member to ensure quality services are provided
  • We will work to resolve issues with each other by discussing problems directly and working toward agreed upon solution