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Core Values

Our process is based off our core values as Financial Planners.

Organization

We will help bring order to your financial life by assisting you in getting your financial house in order (at both the “macro” Level of investments, insurance estate, taxes, etc. and also in “micro” level  of household cash flow)

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 toward 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.

Partnership

We attempt to help you pursue your best life possible but will work in concert with you, not just for you. We make this possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission) and offer transparency around our own costs and compensation.

Education

We will explore what specific knowledge will be needed to address your goals, 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.

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.

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.

*source: Mitch Anthony — "Moving From ROI to ROL"


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