Heart. We truly enjoy serving others and making their lives better. We are kind, compassionate genuine and we treat we others as we want to be treated.
Smarts. We require an analytical mind and set high expectations for problem-solving skills, curiosity, and ability to do self-directed research.
People Skills. We are naturally friendly, open, and honest. We are good at one-on-one communication, both verbal and written. We can tell when clients “get it” or not and adjust our approach as needed.
Common Sense. We require good judgment and give clients practical advice they can implement.
Team Player. A team player knows their role and unique skills and always performs to the best of their ability. They see the value in contributing to the greater good.
Get Excited.
From personalized 1:1 meetings to individualized special events, our objective is to have our excitement and enthusiasm for financial planning and our genuine love of what we do spill over to our clients. Clients can easily see from our first consultation to our regular review meetings, our passion for what we do. Our team is excited about new challenges and focuses on finding solutions instead of problems.
Get Better.
We wholeheartedly believe in continuous improvement. Our work is never done, and we always strive to be better. Our company is filled with extremely talented people who are not strangers to hard work.
Get Results.
The proof is in the pudding. Everyone on our team has a strong work ethic, is coachable, and they do what needs to be done even when it doesn’t spark joy. They are accountable to themselves as well as to the firm’s goals and high standards. When things don’t go as planned, we adapt and get better. We are proactive thinkers and take initiative in problem-solving.
"Strive not to be a success, but rather to be of value." -Albert Einstein
We have a culture of making things better for clients at every opportunity.
Our mantra is to go above and beyond.
Whether it’s an extremely thorough understanding of a client’s financial situation or being there for them in both joyful and difficult personal situations. We are obsessed with making our client experience and client service personal and thorough. It’s the little things that matter. Our standards show through in the way we interact with clients.