Our guiding principles
Wealth Management for today (see infographic here)
Money is not taboo. We all need it, so why is it so awkward to talk about?
Financial wellness starts early and is cultivated in daily life. We need to talk about it openly to educate and empower us all.
Net worth isn’t self worth. You are more than a number.
Know your net worth and your self worth.
Both are very important, but one does not guarantee the other.
Financial Literacy is key. You made it rain, now it’s time to make it grow.
You need to get organized and get educated on what you own, how it's titled, what it does, and whether or not it belongs in your portfolio.
Debt is not freedom. It’s not priceless.
Avoid high interest debt. You can't be free to save for retirement or invest if you owe your income to someone else. Let's make a plan to pay off that "bad" debt ASAP.
Budgets are not diets. Abs are made in the kitchen…
...and financial success is made in budgets. Cash flow management is essential to a good financial plan. Budgets can make a millionaire broke
or a poor man rich.
Day trading is gambling. Don’t ask us for a stock pick.
Investing is not gambling. We use a systematic approach to investment management. We build portfolios dependent upon your risk tolerance and your goals. We plan for uncertainty.
Do good by doing well. Put your money where your mouth is.
We are all stewards of the resources given to us. We need to practice care in management and usage of these resources, whatever they are. Stewardship can be reflected in how you manage your spending, your debt and your investments.
Plans are worthless, but planning is everything. Visualize your future like a pro athlete.
Create your compelling future by mapping it out. On paper. Or software. Visualization is used by elite athletes and executives. Trust us, it works. Life, death, divorces, disagreements, the market - nothing is certain. The one thing we know is that your financial strategy will change and we will be there to flex with you.
We listen more. Less advisor talk and more listening.
We could literally have a whole conversation using jargon and acronyms (and movie quotes). But how would that help you? We listen to your concerns and questions to build a strategy tailored for you.
Financial education for everyone. From Wall Street to Main Street.
The millionaires, the executives, the blue collar workers, students, retirees, all colors, all backgrounds, all ages. We guide you through the planning process that gets you to your goals in the most efficient way.
