Our Mission Statement and Core Values Our Mission StatementWe help you, our client, become and remain financially independent.Our Core ValuesOrganization. We will help bring order to your financial life, by assisting you in getting your financial house in order. We assist with investments, insurance, a prudent spending plan, estate planning, taxes, etc.Accountability. We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.Education. We will explore what specific knowledge will be needed to succeed in your situation by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.Partnership. We attempt to help you achieve the best life possible, but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs, and objectives, work collaboratively with you and your legal and tax advisors (with your permission), and offer transparency around our own costs and compensation.