Our Philosophy is Simple.
We believe in LISTENING: We always listen first. We see this as a small but important first step. We want to get to know you in order to help you make the best decisions possible, because we know how important it is to save at the beginning of your career in order to give you the option to stop working sooner or to live a more abundant life at the end of your career.
We believe in FOCUS: As a firm, our focus is to understand your goals and develop a creative plan to reach them. We also strive to eliminate barriers to receiving sound financial advice. That's why we are a 99% paperless advisory firm, utilizing technology to make our services available to individuals who have been previously neglected by large multinational financial companies. If you are under 40 with less than $500,000 in investable assets, we are focused on you.
We believe in CONVENIENCE: Why drive through rush hour traffic to meet with us? We will meet virtually with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
We believe in SECURITY: Did we mention you will always have 24/7 access to your plans and documents through our bank level encrypted personal vaults for each of our clients.
We believe in COMMUNICATION: We give you weekly account updates to ensure you are never in the dark on your current financial status.
Most importantly, We believe in YOU: Creativity, accountability, guidance and support. We are here to help you get what you want out of life.