1. Have a holistic outlook.
We will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
2. Showcase professional conduct.
We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education and will refer you to other professionals of equal standards when you need help in an area outside our expertise.
3. Be educational in nature.
We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.
4. Be independent in compensation.
We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. As a result, you will receive objective, unbiased advice from us.
5. Be committed to your success.
Holistic financial planning is a process, not an event, and we are committed to adjusting your plan as your life goals change.