Core Values

 

  Stewardship

                                                                                       

                                          

Our Purpose:  To assist people in achieving financial independence and being good Stewards of their resources and abilities.

  

Our Vision:   Our clients will feel financially secure, so that they may spend more time:  With their family and in their community; making a difference in people's lives; doing what God has called them to do; and what they enjoy the most.

 

Our Mission:   We will promote the financial well-being of our clients; positive, loving relationships among our clients, their families and friends; and sound management of time, finances, and abilities.

  

 

Core Values

 

 

Tell the truth

 

Recognize that we do financial planning so that our clients may spend more time with their family and in their community, to do what they enjoy the most.

 

Provide timely service

 

Follow through on tasks to be completed

 

Be a good listener

 

Be thorough, yet simplify

 

Share love and compassion

 

Identify, share, and encourage core values and beliefs

 

Balance and diversify; manage risk

 

Be a good Steward

 

Encourage support to charitable causes

 

Recognize the trickle-down effect of financial planning and personal actions

 

We recognize that our best work is accomplished when God is at work through us.