Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
For many people, participating in the financial system that exists today involves purchasing a product through a financial “advisor.” That may leave them feeling a bit like they’re reaching through barbed wire in order to access resources tailored for them.
We believe that the relationship should be altered - permanently - to be designed around the needs of individual investors. And that you, savvy investor that you are, should be an active participant in the design of your own financial system.
Glad to hear it! Like eating right and exercising, doing the right thing today can prevent major problems down the road. Funny how everyone knows this, but few apply it to their financial fitness as well.
Maybe you’re newly married, planning a family. Maybe your only kids have four legs, fins or feathers. Maybe you’ve achieved that most remarkable goal: the kids are gone, and so is their stuff.
We sometimes find it difficult to prioritize. Sometimes we get frustrated when we’re working outside of our expertise (ask Derek about his recent foray into kitchen plumbing).
All this is to say, we’re human. And we’ve designed a business that puts other humans at the center of our practice. So before we get to know you, we understand that you might want to get to know us a little.