Hands Up And Be Counted!

We write our blogs on a regular basis expounding on the things that matter to us and attempting to discuss the topics that we think will help our readers 1) improve their financial literacy and 2) get a sense of what we are thinking (our bias) in the complex world of financial planning, investment strategy and risk management. However, it is time to ask you, our readers, what matters to you and where you sit on the learning curve. 

We are pretty certain we know where our clients (who read our blogs) sit on this spectrum (because they do give us feedback from time to time), and of course you (our clients) are invited to participate. Also for the other folks who tune in as well, we want to be able to determine what matters most to you and where we might be able to help you get further advanced along the curve.

We thought it appropriate as High Rock Private Client turns 4.

If you wish to take the 3-5 minutes to fill out our quick little survey (click this link), there is a comment box at the end and you have the option to sign up for a draw prize (to be drawn by our Independent Review Committee, Wychcrest Compliance Services) as a way to thank you for participating.

In advance, Paul, Bianca and I thank you for taking the time!