Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Our goal is that by providing you with a personalized investment plan, we can help lead you to greater financial independence and success. By getting the most out of your wealth, you can follow pursuits that mean the most to you and give back to others so they can do the same. Wealth isn't determined by the performance of your investments, but by the behavior of the investors that own those investments, and it is our job to help clients have the power to own what they should own in their portfolios, instead of what they want to own.
As a firm, our focus is to understand your goals and develop a plan to reach them. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. We believe financial independence ultimately comes from thrift and the deferral of gratification. Most people need an advisor to help them make, and continue making, lifelong decisions of doing the right things with their money. They need to be coached into doing what they should do rather than what they want to do. Financial indiscipline and bad information is usually the disease, and by working together, we can be your cure. This is our ultimate calling.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on these issues, and we have outside experts that we rely on so we can provide you with the best financial advice for your particular situation. We dedicate ourselves into having an interest in your financial goals, a proper respect for your fears and concerns, and the patience to explain solutions to you in a language you can understand. What we ask in return is faith in our judgment, particularly when it may be at odds with the media or current events. This leads to a mutual beneficial relationship that allows you to discover the great truths of your financial life that you need to know and puts you on a path to building wealth.
