How The WESBAN Concept Works

A "no obligation" evaluation conference is available to assess the potential of unbiased planning for each situation. Following the conference, a written summary of the plan is presented in generic terms along with a WESBAN service agreement including exactly what can be expected and what the comprehensive fee will be.

The plan is then implemented continuously as changes and new opportunities constantly appear. WESBAN supports the fullest disclosure of all information between planner and client. Any information needed by a prospective client will be provided promptly. Prospective clients are encouraged to compare potential consultants on this matter as well as services and charges. No compensation enures to WESBAN for any transactions involved in implementing the plan.

Your personal financial planner continues to "work" your plan as long as performance toward your goals justifies the relationship. The entire focus of the unbiased planner is performance and service on your behalf. For the planners' credentials to serve you, see the Biographies included in this site.