Arun & Pooja. Investment Analyst & Healthcare Professional I got to know Christine through my wife, who has existing policies with her and appreciates her transparent and collaborative approach.
What we like most about Christine is how patient and detailed she is throughout the financial planning process. In spite being more knowledgeable than her clients on the policies/plans and options available, she does not try to up sell but instead tries to provide the most tailored solutions to one’s needs and explains what is not necessary.
I recently bought a term plan and critical illness coverage with her after a few rounds of discussion and deliberation, and appreciate that she did not rush the process. She proactively prepares different solutions ranging from basic to most comprehensive and explains why she has done so. Her professionalism stands out - she is always open to our queries/suggestions even if some of them are repeated. Further, she is very attentive and responsive - always on hand ready to help when she is contacted.
All in all, it has been a very pleasant and informative process with Christine who has proven to be someone we can trust - both because she shows great integrity and because she is very knowledgeable about her craft. Being someone who actively manages my personal finances, these are the attributes in a personal financial planner I value the most. I am glad my wife introduced me to Christine and would definitely recommend her to anyone who needs their personal portfolios reviewed. |