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.