Our Value Proposition

We have embraced a philosophy called Values Based Financial Planning that will help us move into the new world so we can focus on providing the best possible service to our ideal clients.

In the old world, we followed a traditional model of accepting everyone as a client. Unfortunately, there are only 168 hours in a week, and we felt the constraint of time with respect to the type and quality of services we could provide.

In the new world, we’ll be able to focus all of our energy on providing the best possible service to a finite number of ideal clients rather than trying to be all things to all people.

Values Based Investing

Our objective is to help you discover and clarify what is important and inspiring to you. Some people have never had this kind of conversation with a professional or even a spouse. And for that reason alone, it can be very meaningful and moving.

Our focus is to help you make smart decisions about your money. The only way to do that is to reflect on what’s important about money to you.

After we have gained insight into your goals and the values upon which they’re based we will put together a plan to help make it all happen.

Implementing your plan is the most important part and where all the results come from. Just like thinking about exercise won’t make you physically fit; it’s implementing the plan that produces the results.

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