Working with JIC
What To Expect
Perhaps you have not worked with a financial advisor before. Or, maybe you have but are considering a change. You would like to know more about what it is like to work with Johnston Investment Counsel. The following links are meant to provide a general background of JIC’s philosophy and process.
JIC’s Approach: Listening to You
Our process starts by listening to you. What are the issues weighing on your mind? Tell us about your family, dreams, and passions. What are you seeking by establishing a relationship with a fee-only advisor?
Frequently Asked Questions
Questions and Answers about Johnston Investment Counsel, our services, what you can expect when working with us, and what characteristics make us different from other Certified Financial Planners.
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Sample Reports, Forms and Downloads
Information that we have gathered and grouped that you can download. This includes market analysis reports, information about JIC and required forms.
