Our Brand
What A Few Cups Of Coffee Taught Us About Compassion, Skill, Attentiveness, And Diligence
In May of 2022, we attended a training about brand awareness. The basic takeaway was this. Whatever you might think your brand is doesn’t matter if that’s not how your clients would define you. In other words, each of us already has a brand, even if we don’t know it. So, we sat down for cups of coffee with 15 of our closest client relationships. Among many others, we asked questions like, “What makes a good advisor in your mind?”, “In your eyes, what is most important about what we do?”, and “When you think of me, what is the first word that comes to mind?”. We even asked, “If there was something you could change about our service, what would that be?”. What we found interesting was that their answers had four common threads. Since then, our brand has been defined by those four common threads: Compassion, Skill, Diligence, and Attentiveness.
Our interest in the well-being of your family is real. We started our practice because we wanted to make a difference in the world. This principle guides our commitment to your family’s well-being.
Hard work beats talent when talent doesn’t work hard. We are no stranger to rolling up our sleeves. While we are confident in our skill, our success is equally attributable to disciplined execution on the promises we make to clients.
We are students of our craft. We pursue the highest certifications and licenses. We seek additional degrees and curriculums. We read constantly. In a world full of competing, ever-shifting financial news, we are your anchor point and the tip of your financial spear.
We are engaged, we are responsive, and we endeavor to understand you at the deepest of levels. Be it appreciating how your life story impacts what you value in financial decisions or simply quickly returning a phone call, you have and deserve our full attention.