What gets us out of bed each morning - our Ikigai.
Let us help you find yours.
Ikigai is a Japanese concept loosely translated to:
A Reason For Being
Why You Wake Up Each Day
We believe in gratitude for what you have and what's to come.
We incorporate gratitude into our meetings, our company, our lives.
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.
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.
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)
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.