Broker Check

Our Core Values

Expert Advice, Expertly Delivered!

We believe everyone deserves great financial advice. We focus on our clients first and foremost, not their income or assets. We give every client our undivided attention through the lens of our core values, which are as follows:

YOUR LIFE FOCUS

We focus on you and what is important to you, not just your assets. We help you prioritize actions and strategies to live your best life.

AUTHENTICITY

Our work and personal interactions are based on open, honest communication, straight-forward evidence, reliability, and trustworthiness. We never forget that it is our clients' money and life.

FIDUCIARY RESPONSIBILITY

We must always do what is best for the client. As a fiduciary, we will set aside our own personal goals and motives in favor of your goals and well-being.

CONFIDENTIALITY

We protect the confidentiality of all client information.

CLARITY AND CONFIDENCE

We help bring order to your financial life and provide clarity about the possibilities in front of you. This helps you to have confidence that you are on your best path.

COLLABORATION

We collaborate with you to co-design your unique financial plan.

COST EFFECTIVENESS

We keep your fees as low as possible in order to keep more of your hard-earned money working for you.

SIMPLICITY AND SUPPORT

We help simplify your finances wherever possible. We help you create action plans and take care of all the implementation details. We do as much of the heavy lifting for you as we possibly can, to free up your time for things that matter more.

OBJECTIVITY

We provide ongoing education and insight to help you learn what you don't know that can result in better financial decisions. We provide outside perspective to help you avoid making costly, emotionally driven mistakes.

ACCOUNTABILITY

We help you prioritize and follow through on the actions you need to take to put your plan in place, and we help you maintain perspective, patience and discipline at all times so your investments can do their job of helping you attain your goals.

PROACTIVITY

We regularly review your progress to help you make course corrections needed to stay on your best path. We look ahead and help you to be prepared for and navigate key life transitions or events that can impact your financial plan.

WELL-BEING

We support our clients in living their best life: happy, healthy, and prosperous. We help retirement- focused women and couples live life on purpose.

And last but not least,

ADVOCACY

We are defenders, supporters, and interceders on behalf of our clients and their families.