How We Communicate With Clients

Communication is Key, Here is How Quartz Financial Does It

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Meetings

Meetings

Formally Scheduled & Ad Hoc

Events

Events

Private Dinners & Group Gatherings

24/7 Availability

24/7 Availability

Email, Office, Mobile & Home Phones

Personal Meetings with Clients

We make meetings with our clients a priority, and take responsibility to proactively schedule, plan and coordinate each individual meeting. The goal of these connections is the make sure we are aligned on strategy and also up-to-date on our client's life and what is important to their financial goals.

Exclusive Client Events

Throughouth the year, we will host exclusive events for our clients, including options like private dinners or group gatherings. The goal of these events is to connect with our clients in a more casual, non-meeting environment, while still  gaining the opportunity to check in on how things personal and professional are going.

24/7 Communication

One of the main things that separates Quartz Financial from the rest is that we are always available to our clients. In an effort to make that known, we are available 24/7 by email or phone to connect and discuss all things finance. When you work with us, we want you to feel like we are your "financial family" and someone you can lean on, no matter the day or time. We do this to not only help our clients out, but to showcase how the relationship we have goes beyond just the numbers in a spreadsheet.

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