A Holistic Approach Designed to Incorporate Your Values into Your Financial Plan
As Values-Based Financial Planners™, the most significant questions are not about numbers but rather about what's important to you. We believe the most critical question is: “What's important about money to you?”
Our job is to help you develop a plan to move you from where you are today to where you want to be for the reasons important to you. Our process begins with a discovery meeting, where we learn as much as possible about you through values clarification, goal setting, and data gathering. We can meet clients in person, via web-based software or visit their home or office, to begin this process.
Working closely together, we will design a plan, implement, and help you achieve your life goals. This typically involves investment simplification, insurance updating, and tax and legal review in coordination with existing or our virtual team of advisors. Every plan should be reviewed at least once each year to monitor progress towards your goals.
We believe that most people are looking for an advisor they can trust to provide competent advice and honor the fiduciary relationship critical to developing a long-term advisory relationship. We are committed to providing you that partnership and look forward to the opportunity to prove we can do it for you.