“Because I work with people just like you. Our goal is to assist you with organization and accountability towards your investment goals. We bring integrity and independent into your investment decisions and guide you in obtaining your desired results.”
Organization. We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
Accountability. We will help you follow through on financial commitments, by working with you to prioritize your goals, showing you the steps you need to take, and regularly reviewing your progress.
Objectivity. We bring perspective to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education. We will explore what specific knowledge will be needed to help you succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership. We help you pursue your financial goals and work in concert with you, not just for you. This is possible because we take the time to clearly understand your background, philosophy, needs, and objectives. We will work collaboratively with you and offer transparency in regard to our fees and compensation.
