Finding someone to trust with your intimate financial information is difficult. After developing a good relationship it feels like a personal insult to call for an appointment and discover your tax preparer has left without telling you.

Unfortunately, the financial industry is structured to disrespect you. Professionals sign non-compete contracts that prevent them from contacting clients after leaving a firm. Not so with BOTTOM LINE! If your consultant ever leaves our firm - even to become our competitor - provision is made to notify you of their contact information, and for them to have copies of your files if you want them to. Commitment to long term relationships is the BOTTOM LINE!