Core Values

 

INDEPENDENT THINKING

We include all parties in the conversation in order to find the common perspective. However, our recommendations are guided by your best interests.

 

EDUCATION

Our view is that continuing education is our joint responsibility. You will educate us on your life transitions and we will help educate you on how to address them through a thoughtful financial plan.

 

ACCOUNTABILITY

We hold ourselves to a high standard and so should you. Once the short- and long-term goals are set, we will help you stay the course using specific metrics to define our progress.

 

PROACTIVE SERVICE

We employ a proactive approach to planning for life's complexities. Our strenghts are to anticipate possible problems or disruptions and help you avoid them. We reach out when your attention is needed and help you understand the bigger picture.