Services

What is Values Based Financial Planning?

More than just investing your money to increase your return, it is developing a financial plan that will help enable you to achieve goals that are aligned with your personal values.

You are a unique and wonderful individual.  Your values determine who you are.  Our job is to help you:


  • Define, articulate, and prioritize your values
  • Translate your values into goals
  • Align your time, resources, and values
  • Monitor your progress
  • Adjust your strategy, if necessary
  • Celebrate your success!



Aligning our resources with our values is an ongoing process, which may require lifestyle changes.  Like athletes, we need to study the play book and practice.