Our Shared Understanding

We promise to base our guidance and recommendations on the following beliefs and principles:

Always act in your best interest providing strategies and decisions with the objective of helping you live your best life.
Help you define and clarify your values related to money & life.
Treat you with respect and in a manner that we expect to be treated.
Help create a unified vision and 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 advisor for you.
Return phone calls promptly and complete service work on a timely basis.
Coordinate your planning with your other trusted advisors.
Be your trusted advisor.
Refer others to us and our firm.

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 us 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 our advice and implement the plan we have created.
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 meet 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.
Refer others to us and our firm.