We are Team Players
- We are reliable, empathetic, and support others
- We are coachable, adaptable, and actively listen

We are Always Improving
- We work to improve our craft and skills
- We seek business growth and development

We take Extreme Ownership
- We are accountable for our choices and actions
- We fulfill our commitments and obligations

We have Positive Attitude and Energy
- We bring our "A" game everyday
- We want clients to experience the "Wow" factor

We have Honesty and Integrity
- We do the right thing for clients and employees
- We make ethical and value driven decisions

Responsive
- We respond to all emails and calls within one business day.

Consistent
- We proactively reach out to you every six months to conduct client reviews and stay in touch

Transparent
- We openly discuss our pricing, the fees you pay, and how we make money.

Educate and Engage
- Newsletters, quarterly investment updates and monthly financial planning topics
-Blog, posts every Wednesday
-Client Events, multiple times throughout the year
-State of the Company, annual client only video
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