CLIENTS
We...
-Invest time and care into client relationships.
-Implement comprehensive planning strategies and personalize even our most basic core services.
-Utilize long-term planning techniques to lower client anxiety levels during market downturns.
-Maintain competitive advisory fees consistently lower than the national average.
-Consistently upgrade, monitor, and enhance account accessibility and security.
-Work as a team for maximum efficiency and redundancy safeguards.
EMPLOYEES
We...
-Promote employee wellness through flexible hours and family-friendly policies.
-Create a positive, efficient, healthy, and safe work environment.
-Host employee retreats to discuss issues, milestones, accomplishments and personal development.
-Ensure all team members feel supported, productive, valuable, and energized for the year ahead through goal-setting activities.
-Cultivate a culture where team members are proud of the work they do, while also living purposeful lives outside of the office.
COMMUNITY
We...
-Value civic engagement and community outreach.
-Volunteer to support various initiatives & charities (cooking meals for the homeless, marching to promote diversity and inclusion, eradicating invasive plant species, planting trees, volunteering on boards for the arts, churches, and youth development).
-Are proud to shop local* whenever possible, supporting other family and small businesses with similar ethics and goals of investing time and resources back into our communities.
*Oahu & Seattle
WORLD
We...
-Strive to have a net positive impact on our nation and world by using our values to guide our business decisions.
-Believe everyone deserves access to free and ongoing financial education, from elementary school through adulthood.
-Encourage ongoing financial health check-ups with the help of online resources, professional planning, or a combination of both.
-Take seriously our role to strengthen the health and wellness of our world, one client at a time.
Respect
We channel Aretha and treat everyone with R.E.S.P.E.C.T. and professionalism. We work with caring, empathetic clients who treat our staff in the same way.
Service
We believe in providing accurate, thorough, and timely services. We have a wonderful support team ready to help and answer your questions.
Safeguarding
Like North Shore lifeguards in December, we have fierce safeguarding and encryption policies in place, along with succession and contingency plans.
Integrity
We have professional integrity and perform due diligence research. As independent agents, we'll suggest what's best for you, even if that means taking your business elsewhere.
Transparency
As clear as goggles, we disclose all costs, communicate financial products and concepts without jargon, and encourage questions throughout the process.
Compliance
We are compliance sharks! Always up-to-date on our licenses and professional designation renewals, with zero red flags or disciplinary records on FINRA’s BrokerCheck.
Self-Practice
We practice what we preach when it comes to protecting and investing in the physical, mental, and financial health of ourselves, our families and our team members.
Education
We keep ourselves informed on current events, take many industry classes, and consider ourselves lifelong, curious learners who are committed to ongoing education.