Transparency

  • We are honest in our assessment of your financial situation and our recommendations.
  • We need you to fully disclose your financial information so we have a complete picture when developing an approach aimed at accomplishing your financial goals.

Courtesy

  • We respect your time by striving to run according to schedule and by prefilling as much information that we can on applications and forms.
  • We request a 24 hour notice from you (when possible) if a scheduled meeting time is no longer convenient.

Dedication

  • Our relationship with you depends on consistency and a mutual commitment to improving your financial situation. 
  • We want to see you succeed, but we need your help as an active participant in the process.

Accessibility

  • We provide live, real-time, personal service with quick response times through a multifaceted approach utlizing phone, email and Zoom.
  • Our expectation is that you are willing to provide any information needed in a timely fashion, as we work together to meet your financial goals.