Scenario Notes

financial status reports, money management, investment planning reportsFor over twenty years, we have been recording meticulous scenario notes, which detail a running log of phone conversations and meetings with clients. Where many financial planners do the same, we differ in that we send you a copy of those notes. If you have a question five years from now about what we discussed with regard to your charitable giving needs, or any other service we’ve discussed, LFM can refer to your personal scenario notes to refresh your memory.

     *Ranked by average investment portfolio per client (AUM).