Core Values: Our Commitments To You

01. Nobody Left Behind

We believe everyone should have the opportunity, regardless of asset value, to learn the truth about how to build wealth through prudently investing. We use money to fuel our dreams, and whether you have $10,000 or $1,000,000 we will empower you to become the hero of your own success story.

02. Integrity

When we talk about integrity, we’re specifically referring to the following definition: “the quality or state of being complete or undivided”. Think of a time where something you own has broken down – maybe an appliance, a computer, or a car – that happens due to a lack of integrity. When something is wrong with one area of a car, it impacts and degrades the rest until it no longer works. This happens in our lives as well. So, when we’re talking about integrity, we’re talking about a completeness in all levels of the client relationship. If the investment strategy isn’t sound and subjects the client to unnecessary risk, that’s a breakdown of integrity. If we don’t return calls or emails promptly, that’s a breakdown of integrity. If the client doesn’t attend the educational webinars and doesn’t communicate with us, that’s a breakdown of integrity. As a result, it is a core value of ours that integrity is kept in all aspects for there to be a successful working relationship.

03. Coachable

All high performers have coaches. People that can see from a different perspective and provide insight and support. People to hold them accountable to taking the actions they said they would take. We believe that we must always be coachable, and that we must seek the most powerful ways to provide value to clients. We have coaches, and our coaches have coaches. We believe clients should want that of their advisor, and want that of themselves.

04. Experience

Let’s face it, talking about money isn’t always an enjoyable experience. There’s a lot to learn and a lot of misinformation out there. Most financial advisors don’t make that experience any easier. That’s where we come in! We want you to learn about money so you’re empowered to chase your dreams, and there’s a way to do it without boring you to death. Studies show that laughter while receiving education can boost learning and retention, so we strive to make our educational sessions to be an experience you won’t soon forget.