You deserve a higher standard.
Our Fundamental Beliefs
- Simple is better than complex.
- Estate and Financial planning are values-based.
- Education is the best investment
Our Commitment to you:
- We aim to be a social purpose company.
- No hidden or back-end fees.
- We will go the extra mile to do it right.
Our first step is to sit down with you and figure out are we a good fit for you, and if you are a good fit for us. While it is not a requirement, we do find we work best with folks who are socially and community minded, and have an interest in re-directing taxes on their estate to charitable causes.
If we both decide we are a good fit to work with one another, we’ll sit down and explore your personal values and your financial goals.