We believe that a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…It is only one currency among many, including our time, our creativity, and our energy. These resources are our assets. They should be invested and spent on what is truly important to us.
To help our clients make informed decisions about their money. To help them manage their resources so that they may achieve what is truly important to them. To help you to find answers to your questions, and discover the questions you didn't even know to ask. To identify and select appropriate paths and effective solutions based on what is important to you. To listen attentively and act in the best interest of our clients. To help our clients bridge the gap between where they are and where they want to be.
To integrate your values, your dreams, and your money into your life plan. To implement tailored investment and financial strategies that are consistent with both the needs and values of our clients, acting with competence, enthusiasm, creativity, empathy, and objectivity. To grow our business by serving our clients, exceeding their expectations, and earning their trust. To enjoy and have fun with our business and the relationships we build with our clients. To enjoy a balanced life with time for family, friends, personal and spiritual growth.
To follow the ethical standards established by the Certified Financial Planning Board of Standards. To put our clients’ interests first and foremost. To act with integrity. To build a business whose growth is based on mutual trust and commitment. To disclose, as fully as possible, the cost and consequences of our services and investments.