Simply said: our consistent ability to put the needs of our clients ahead of the needs of our business.
This can’t be boasted about, or even shown through documented proof – but rather is something that is experienced from the formation of long-term relationships. An aspect that we truly thank the Lord for in our practice is the fact that we don’t typically lose clients to other financial planners in the area – and we think this speaks volumes to our ability to be client-centric, and not business-centric. This also may be evidenced by the fact that over 90% of our new clients are introduced through referrals.
We also have a strong emphasis on stewardship – not just the understanding of stewardship as in good utilization of our income, but stewardship as in the realization that God has entrusted each of us with his money, and has given each of us certain passions and callings in this life to use that money to help accomplish. It’s our joy as financial planners to help clients identify and fund these callings.
