Our Shared Understanding

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

Our Role

  • 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.

As our client, we 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 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.

"The choices we make are ultimately our responsibility."
- Eleanor Roosevelt