What drives us
Our Core Values
Our core values are traits that represent our highest values, priorities, deeply held beliefs, and the core, fundamental driving forces behind all that we do.
what's the game plan?
Core Investment Beliefs
Enjoy the difference of working with a Fee-Only wealth management firm and relax knowing that many of the brokerage conflicts and proprietary product issues have been eliminated. Learn the difference between working with Fee-Only Certified Financial Planners who act as Fiduciaries within an advisory relationship where the clients needs come first rather than just considering what is suitable enough to check the box and be able to purchase products.
Stick to the Plan.
While nobody likes to sell at a loss, it is important to let the process outweigh one’s emotions. Sticking to the game plan in the heat of the moment gives us the ability to better manage volatility and re-evaluate during the calm.
Be Wary of Crowd Following.
Not investing with the consensus of the population can be difficult, but rewarding. You may have heard of the old adage “Buy when there is blood in the streets,” or “You pay a very high price for a cheery consensus.” Contrarian thinking is hard, but do it often.
Use Effective Tools.
We use a variety of tools and analyses to help guide our investment decisions. Technical analysis is one of those tools that can help us see trends. We like trends because they are powerful and can buffer minor mistakes.