Competence - Lance and Diane each have 30+ years of experience managing money for clients, have completed thousands of financial plans and have been through the ups and downs of the economy many times over the years.
Consistency - Whether markets are up or down, we deliver our planning work and our portfolio management in the same way, with a level head.
Availability - With multiple ways to schedule, including self-scheduling online you most likely can get a call or appointment on very short notice if needed.
Responsiveness – We are committed to same day response during business hours and often times after hours, if even to only acknowledge the message. Calls and emails are very often returned within 30 minutes.
Proactiveness – We won’t wait to hear from you, especially when markets are volatile. We will proactively contact you through the year and for our managed account clients we can act on your behalf within the parameters of the managed account.
Transparency – We try to eliminate or reduce as much as possible that fees you can’t see and disclose everything on your statements. For our managed account clients, you will know what you own, changes that are made and why.
Direct Connection –We are not farming planning or investment management out to third parties; we are doing the work, making the trades and answering your questions.
Accountability – If there are times we are not living up to your expectations, we take accountability and do our best to make it right.