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Our Philosophy

Our philosophy is simple. We want to get to know you and your values and why they are important in order to help guide you in make the smartest financial decisions possible. In addition we want your investment portfolio(s) to reflect your values for the environment and the world we live in.

As a firm, our focus is to understand your goals and develop a written plan to pursue them. Once we understand your needs goals values and investment risk tolerance we will assess these issues before we meet with you to present our analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it is of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant environmental, tax, estate and social security laws in order to provide you with the suitable financial advice for your particular situation.