Our Purpose
PURPOSE
WHY WE DO WHAT WE DO
What gets us out of bed each morning - our Ikigai.
Let us help you find yours.
IKIGAI
What's your Ikigai?
Ikigai is a Japanese concept loosely translated to:
Your Purpose | A Reason For Being | Why You Wake Up Each Day |
OUR IKIGAI IS TO HELP YOU FIND YOURS.
What We Value
GRATITUDE
We believe in gratitude for what you have and what's to come.
We incorporate gratitude into our meetings, our company, our lives.
TRANSPARENCY
We place a high value on transparency in every sense of the word.
We want our clients to understand every aspect of their financial experience - how their money is working for them and how we get paid for our guidance.
SERVICE
Good service should be a no-brainer! However, we see service through a different lens – we believe service extends beyond client care.
We aim to serve not only our clients but our employees, their families, and our community. We want to be a force for good in the world.
Our Vision

Grant 20/25

Stacey 20/28

Tyler 20/15*
Just kidding – but seriously, aren’t you tired of bland corporate vision statements?
At the end of the day, we want to love working with one another and build a lasting relationship.
Sounds like something you'd like as well? Let's talk.
*P.S. Tyler had Lasik.
(we'll keep the puns and corny jokes coming)

Let's Work Together
If you feel excited and empowered by what we offer, know that we are very intentional about our process and who we work with.
We carefully open spaces to work with new clients and look forward to getting to know you more.