We believe that pride and ego can cause separation between you and an ideal planning experience. If an advisor has a need to be right, it influences the flow of communication. It can limit your ability to fully share your vantage point because meetings are focused on the presentation – as opposed to your present state of mind. It can separate you from the best strategies and ideas because your ideal solution may exist outside of the room.
Authenticity in communication means that we come to your planning table with no hidden agendas and no ulterior motives about where the conversations are headed. Families find this refreshingly disarming; you can finally and fully relax. This authenticity removes the distractions of watching the clock or wondering when the sales push will come, and replaces them with an unprecedented ability to think and converse freely.
We believe authenticity must be accompanied by a fair measure of humility. We bring insights, ideas and expertise to the table, yet we continue to learn ourselves and are never afraid to reach outside the room and gather additional talent or perspectives.
This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.
