Putting You First
One of the things we find when our clients come to us to begin their planning work is they believe our focus will be investments or a one dimensional plan around retirement. And that maybe included in our planning. But we believe the first question to ask is “Why is money important to you?” The conversations we have when we ask this question gives us a better understanding of our client’s values and their personal belief systems. We believe In Values Based Planning.
A logical extension of our Values Based Planning is our investment approach which is also values based. When hired by our clients to handle their investments we build portfolios that are well researched in impact investing focusing on environmental, social and governance criteria. Our investment approach is sustainable.
Often in the speed of life, we don’t take the time to sort out what matters to us. We believe we are creating the future every day…. we try to help our clients do it consciously.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.