Planning Philosophy

Our Planning Philosophy

Choosing a financial planner is a very personal process. We understand that it requires extensive due diligence and comparison. When clients choose to work with us they are trusting us to provide objectivity.  This means that we will never be afraid to address our client's goals in the case that they are unattainable. We strive to make sure our clients understand the recommendations we made and why we did so. We are paid to provide objective advice and guidance. In every financial planning engagement, we will be diligent in gathering all relevant information including not only financial numbers but also your values in order to address what matters to you. It has been our experience that if a financial plan does not account for values and beliefs, it is rarely followed. When we develop a financial plan, it becomes a living document that will be amended as circumstances change.