81 Crown Mountain Place, A-500,
Who We Are
Who We Are
Diversity, Equity, and Inclusion
Mission and Values
Services We Offer
Financial Life Planning
Foundations & Endowments
In the News
Allies to Advocates
AEF Donor Central Login
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:
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:
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.
We create your own personal financial website! Ask us how…
Contact Us Today