We are committed to protection. We will treat your finances, personal information, and values with the same care we would exercise for ourselves and our family.
We are committed to being non-judgmental. We will respect your dreams and values as you declare them and share them with us. And we will tailor our advice and services to enhance your personal dreams and values.
We are committed to providing superior service. Our team will respond quickly and thoroughly to your requests. We will also be held accountable, which includes proactively assisting you in the implementation of your financial plans and goals.
We are committed to our friendship with you, based on positivity, consistency, and genuine rapport. And we will continually pursue ways to develop this healthy understanding.
We are committed to earning your complete trust. This includes adherence to our core values along with our integrity.
As a fiduciary, we are committed to placing our client’s interests first by:
Exercising our best efforts to act in good faith and in your best interests;
Disclosing conflicts of interest and seeking to resolve unavoidable conflicts favorably; and
Acting prudently by exercising the skill, care, diligence, and sound judgment of a professional.
The greatest satisfaction in life comes from helping others fulfill their potential. And, over time, the people who surround us will do the same, and we will witness a new spirit of collaboration and success!
We expect you to be honest about your goals, financial history, and other relevant information.
We expect you to keep us informed of material changes in your personal circumstances and beliefs that will impact your life planning goals.
We expect you to express your observations and feelings. Honest feedback and genuine rapport are crucial elements to a successful relationship, allowing us to learn and grow.
We expect you to be engaged in the challenge of exploring a deeper meaning in money and your life.
We expect you to co-create. If you do not understand or feel uncomfortable with any recommendation, strategy, or direction we pursue on your behalf, please notify us as we seek to provide a comfortable and productive experience.
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