Mission and Core Values
Our mission is to postively impact people's lives through financial planning. We strive to help our clients live their dreams, make informed decisions and be confident in the knowledge that they have someone looking out for their financial interests. We fulfill our mission by providing high quality financial advice and outstanding client service.
Our Core Values
We believe that our greatest asset, and the key to our success, is the passion we have for helping you reach your personal and financial goals. We support our commitment to you and your family by:
Demonstrating Integrity
- Keeping you informed of progress, opportunities, risks, and fees
- Maintaining complete confidentiality
- Communicating with you in a straightforward and timely manner
- Accepting your thoughts, experiences and feelings without judgement
Creating Customized Plans
- Acknowledging that you have your own unique circumstances that create different opportunities and problems to be addressed
- Developing a personal financial profile to clearly outline and track progress
- Adapting your plan to changes in your life
Building Long Lasting Relationships
- Discovering your individual needs and interests
- Developing relationships with your family members and other advisors
- Maintaining contact on a regular basis
- Guiding you in making important financial decisions
Delivering Customer Service
- Following through on commitments
- Providing you with accurate monitoring of investments and plans through periodic reviews
- Responding personally to phone calls
- Continuing to pursue advanced professional degrees
- Identifying and obtaining excellent planning tools
- Staying abreast of current events and marketplace trends
- Building alliances with professional advisors in related disciplines