I believe in comprehensive financial planning. My purpose is to assist the client in determining their goals and objectives and to bring congruity between the client's actions and values. The result of this planning is to assist the client in the management and increase of their wealth.
I believe that ours is a practice which offers fee-only financial planning, tax services, public accounting, and bookkeeping services. Success is not measured by investment performance but rather by your success in the achievement of your goals. My practice begins and ends with the client's needs.
Continuing education is paramount. Advisors are expected to maintain professional competence in all areas of comprehensive planning as well as taxation and bookkeeping.