Our Core Values

We live by them. We work by them.

Openness
• We understand that each person has unique views and that our
  opinion is only one perspective.
• We tell the plain unvarnished truth at all times, even when it is
  uncomfortable to hear.

Kindness
• We respect humanity, flora, and fauna.
• We interact with all three as we would have them interact with us.

Awareness
• We minimize our environmental footprint through electronic
  record keeping and telecommuting.
• We offset energy use by purchasing wind energy credits.

Helpfulness 
• We support our community and donate a percentage of our
  profits to local causes.
• We negotiate reduced fees to manage charitable funds.

Learnedness
• We embrace lifelong learning—for our clients, and for us.
• We develop financial strategies grounded in academia and based
  on principles of capitalism.

Greatness
• We believe our role as financial planner demands a strong body,
  mind, and spirit.
• We provide impeccable advice and service.

Faithfulness
• We report to you, only.
• We place your interests at the center of our work.