At Partners in Financial Planning, we are proud to be serve our financial planning clients in our local communities of Salem, VA and Charleston, SC and across the country. Our clients are the focus of everything we do.
If you’re looking to be a part of a team that values a commitment to C.A.R.E., you have found the right place. Our Client Service Standards are a commitment we embrace and reflects why we feel privileged to do what we do.
- Care about the reputation of our firm
- Speak with Honesty
- Think with Sincerity
- Act with Integrity
- Be Polite and Courteous to everyone at all times
- Demonstrate Patience
- Be a Team Player
- Commit to the Success of our Clients, Firm, and Team
- Actively Listen
- Respond Timely and Accurately
- Communicate expectations
- Under promise and Over deliver
- Make every interaction Meaningful and Enjoyable
- Show Genuine Empathy and Real Care
- Build Close Relationships
If this drives your work ethic, we want to hear from YOU.