Our philosophy can be summed up in two words: Wise Stewardship.
What is wise stewardship? Many aspects come to mind when defining the concept. Here are a few:
- Listening carefully to your goals and desires before offering any advice.
- Understanding the weight of our role and the effect it can have on crucial decisions throughout your life.
- Being held accountable to you.
- Putting your best interests first.
- Adhering to common sense systems and guardrails designed with your satisfaction in mind.
- Being proactive.
- Staying current on important financial research and education.
- Analyzing products through the lens of end value provided to you, the client.
- Never forgetting that it all belongs to you.
- Remembering that you want “a quarter inch hole,” not “a quarter inch drill” (to paraphrase Theodore Levitt). Financial industry jargon is a no-no.
- Periodically meeting to track progress and make adjustments as “life” happens.
- Knowing this is a “people” business, not a “math” business.
- Realizing that the Bible is clear about the basic fundamentals of how to wisely manage money and possessions, and it has been our experience that it works for those who believe and those who don’t. We believe the fundamentals are universally true.
The philosophy of wise stewardship does not guarantee you will always have positive financial outcomes—the world is too dynamic—but when we enter into a professional financial planning agreement, we promise to act prudently as advisors with your best interests first.
If you would like to talk to one of our advisors about how to delegate the management of your financial life to an advisor who understands wise stewardship, call us at (770) 297-9000 or head over to the Contact Us page where you can send a message or ask any questions.