Mission & Values

We guide and empower people to live an authentic, full life
and leave a legacy of love.

Our Shared Understanding

I promise to base my guidance and recommendations on the following beliefs and principles:

My Role

• Always act in your best interest providing strategies & decisions with the objective of the best quality of life for you.
• Help you define & clarify your values related to money & life.
• Treat you with respect and in a manner that I expect to be treated.
• Help create a unified vision & goals for your life.
• Build a long-term relationship with you based on mutual trust and respect.
• Help you understand and experience a sense of confidence about your financial future.
• Continue learning in seeking to be the best financial planner for you.
• Return phone calls promptly and complete service work on a timely basis.
• Coordinate your planning with other advisors.
• Be your trusted advisor.

As my client, I ask that you base your actions on the following principles:

Client Role

• Communicate honestly and openly all of your financial information, life goals and values.
• Return phone calls; respond to requests for information or clarification and keep appointments.
• Meet with me on a regular basis to review your progress toward your life goals.
• Volunteer improvements or changes that could be made in our relationship.
• Provide respect and trust equal to what is provided to you.
• Follow my advice and implement the plan we’ve created.
• Refer others to me and my firm.
  
• Focus on what is important to you and your family.
• Make investment decisions consistent with the amount of risk you are capable of tolerating.
• Invest to pursue your personal objectives and not to compete with others.
• Be a long-term investor; therefore daily market volatility is inevitable and don’t let it affect your commitment to a structured and disciplined long-term strategy.