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OUR SEVEN STANDARDS
OF EXCELLENCE

How We Go Above & Beyond.

Our Commitment



1.

Organization

We help create a house of order to your financial life. To be able to make a good plan, you need to know where everything is and how it all works together. We leverage technology for you to get and stay organized.


2.

Accountability

We help you follow through on financial commitments. By working with you to prioritize your financial goals, we will show you the steps you need to take to stay on track. We know your life gets busy. We will keep a record of everything we are working on together and will follow up with you to make sure things get done.


3.

Objectivity

We bring insights and research to help you avoid emotionally driven decisions in important money matters. We are here for you during key moments of decision-making and will provide you our best fiduciary advice.


4.

Proactivity

We will help you anticipate life transitions and bring important issues to the table that you may have not thought about before. We will put plans in place to account for the “what ifs.” You can also expect us to contact you regularly as we see ways to improve your situation.


5.

Education

Our relationship with you is a partnership. We will give you as much education as you need to fully understand all of the plans we put in place.


6.

Collaboration

With your permission, we will work closely with all other decision makers in your life to make sure we are in concert with one another. It’s important to sync your tax, estate, insurance and financial planning in a cohesive manner.


7.

Jubilation

Working together should be fun! We promise to make the financial planning process an enjoyable experience. Seeing your goals come together is a reason to celebrate!