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To Our Clients and Ourselves
1. The greatest value that we can bring to our clients is to help them to create a Vision of what their lives can be. We accomplish this by working with them to identify and prioritize their unique goals and aspirations. We then construct their financial lives around their unique goals and aspirations.
2. The benchmark of our success will be the degree to which we enrich our clients’ lives and help them to achieve their goals and aspirations.
3. We have adopted the fee-only model of financial planning because we feel strongly that it allows us to provide advice that is in the best interests of our clients. Every penny of our compensation will come directly from our clients. There are no commissions or any other compensation that could possibly cloud our objectivity and advice.
4. We can only provide our services if we are able to receive adequate compensation. We urge our clients and potential clients to educate themselves as to the costs and benefits of other financial planning alternatives. Costs of other alternatives can include sales commissions, asset based fees and ongoing fees and commissions. We provide our clients with a guaranteed written estimate prior to doing any work. We invite potential clients to sit down with us for a complimentary “Get Acquainted” meeting to begin to see the benefits of working with us.
5. We believe that the true measure of wealth is the degree that people can improve not only their own lives but also the lives of their families, friends and other members of their communities.
6. In keeping with the previous belief, we are committed to providing financial education to our community, including the youth and temporarily less-advantaged.
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