What Really Matters
Finances can be complicated but working with us shouldn't be.
We sort through the financial noise.
We gather the important information.
We have the knowledge to understand the complex financial world.
We distill that knowledge into actionable wisdom for your specific situation.
We take the complex and make it simple by educating you on financial matters in plain terms. Albert Einstein had it right when he said, "If you can't explain it simply, you don't understand it well enough."
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Invest your money in alignment with your values and goals
As we get to know you, we are better able to provide investment options in line with your personal and financial goals.
Investment Diversification
There are many different investment strategies, all have their pros and cons. Our investment philosophy is founded in selecting a diversified group of investments, not chasing the next hot stock. We also have a plan for when the markets go down as that’s an inevitable part of the process. We subscribe to the classic lesson of not putting all your eggs in one basket.
Socially Responsible Investing (SRI) & Environmental, Social, and Governance (ESG) Options
In addition to a low cost, diversified portfolio, we may utilize an investment strategy that takes into consideration both the financial return and the social/environmental good that investment can do. Investing in this way helps to bring about the social changes you are passionate about.
As always, no strategy has any guarantees. Diversification does not prevent losses and there will be times when your investments go down in value. However, we believe that crafting a portfolio to fit your values and goals is an essential part of your plan.
More than numbers
We create meaningful, intentional, and collaborative financial strategies for you. While facts and figures are a part of the financial plan, they are not the whole story or process.
Our planning process takes you on a journey of self-discovery so that you understand what is truly important to you and become empowered to make sure your money works towards those goals. We start by looking at the big picture and then give you step by step instructions on how to get there.
Life does not always go according to plan and you will cross many major milestones where we will want to talk more often. We don’t limit you to a number of meetings or calls in a year.
We want you to think of us first when you need solid advice. We strive to be your one trusted advisor.
GTS FINANCIAL | Online "robo" Advisors | "Traditional" Financial Sales/Advisers | |
A team of CFP® Professionals/ Fiduciaries* |  |  | |
Financial planners, not salespeople | | | |
Talk to someone you know, not a call center | |  | |
Easy access to advisors | | | |
Easy to understand fee & "no jargon" advice | | ||
Work with us anywhere as weleverage the latest technology | | | |
Continuous financial planning process | | ||
Personalized care for a limited number of clients | | ||
No commission or percentage of AUM* fee | | ||
Align investments with values | | ||
Low cost investment portfolios | | | |
= Services offered 
= May offer this service
*Footnotes:
- What is a CFP? (Click to learn more) Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust.
- AUM is short for assets under management.
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.