How does Karp Financial Strategies approach client communication?
We have a proactive approach to communication: our goal is to give you any pertinent information before you know you need it. We believe that all our clients are entitled to honest and timely information, especially in case of a major market fluctuation or extraordinary event affecting your accounts. We have a policy about returned communication whether phone or email: morning inquiries are returned by afternoon and afternoon inquiries are returned by the next morning. Information delivery can be customized to your communication preferences. We are here for you whenever you need us.