Our Core Values
Our core values are at the heart of our company culture.
- Your Needs
Are Our Priority
Passionate, and Fun
What Sets Us Apart?
We light up your pathway to a brighter financial future.
We are your accountability partner along the way.
We are your quarterback to help you maneuver through your financial moments of truth.
Our Investing Philosophy – “Purpose-Based” Investing
Conventional wisdom says investors have a single risk tolerance and a single time horizon for investing. We challenge this conventional wisdom. We believe clients have multiple investment purposes when managing their wealth. Therefore, each investment purpose has a separate risk tolerance and time horizon. We call this “Purpose-Based” investing so you can be confident you are on the proper path.
Who We Work Best With
We best fit with those who are willing to be as responsive to us as we will be to them. This responsiveness fosters a healthy relationship with each client built on mutual accountability, trust, and respect.
Our strongest relationships are with clients who:
- Value our financial advice
- Implement our investment plans
- Actively participate in our UPDATE Process
- Attend our educational and social events
- Recognize we aid in their ability to help others