We are virtual. We built a location-independent firm so that we can work with professionals in their 20s, 30s, and 40s, regardless of where their careers take them.
We are CERTIFIED FINANCIAL PLANNERTM professionals. We have met the extensive education, examination, experience, and ethical requirements to earn the CERTIFIED FINANCIAL PLANNERTM certification - the standard of excellence in the financial planning profession.
We are fiduciaries. We always put client interests first, act with prudence (with the skill, care, diligence, and good judgement of a professional), provide conspicuous, full, and fair disclosure of all important facts, avoid conflicts of interest, and fully disclose and fairly manage, in your favor, any unavoidable conflicts.
We are independent. We have the freedom to provide a customized client experience, with no outside influence. We do what is best for our clients.
We are honest, direct, and respectful communicators. We are transparent in all that we do. This includes, but is not limited to the services we provide, the fees we charge, and the recommendations we make.