Step 3: Implementation
It is never our intent to rush anyone into a decision, but a non-decision is a decision too! Once we have developed a plan based on your individual goals, we will help you implement that plan in a timely manner.
However, implementation is not the end of our relationship, it is merely the beginning. Treasure Coast Financial's team will meet with you on a regular basis to make sure the plan we implemented is still appropriate for you.
If changes are needed, we are more than willing to make them, but we do not make changes for the sake of change. Unless otherwise stated, we have a fiduciary duty to do what is in your best interest.
Our founder, Donald White, is fond of saying, "Always do what is in the best interest of the person sitting in front of you, and your interests will always be take taken care of."
How you pay us - Fees & Compensation