Organization
We will help bring order to your financial life, by assisting you in getting your financial house in order.
Accountability
We will help you follow through on financial commitments. We work with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision-making. We do the research necessary to ensure you have all the information, and disclose any of our own potential conflicts of interest.
Partnership
We attempt to help you achieve the best life possible by working in concert with you, not just for you, to make this possible. We take the time to clearly understand your background, values, needs and objectives. We work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.
Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them. We regularly assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time.
Education
We will explore what specific knowledge will be needed to succeed in your situation. We first thoroughly understand your situation, then provide the necessary resources to facilitate your decisions, and explain the options and risks associated with each choice.
*Adapted from the Kitces.com Nerd's Eye View blog.